See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,036 | $85,202-83.5% | $172,739-91.9% | $72,985-80.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.42% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $251 | $3,324-92.5% | $5,143-95.1% | $2,440-89.7% |
| Participant deferral / active EE | $1,890 | $3,260-42.0% | $5,198-63.6% | $3,607-47.6% |
| Admin fee / account holder | $1,423 | $5,884-75.8% | $13,954-89.8% | $5,124-72.2% |