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 7-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 | $67,488 | $102,605-34.2% | $145,661-53.7% | $84,808-20.4% |
| Participation rate | 72.3% | 74.3%-1.9pp | 77.2%-4.9pp | 68.3%+4.0pp |
| Annual return | 18.21% | 26.50%-8.3pp | 101.46%-83.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $399 | $3,325-88.0% | $4,238-90.6% | $2,631-84.8% |
| Participant deferral / active EE | $2,436 | $5,750-57.6% | $7,198-66.2% | $4,212-42.2% |
| Admin fee / account holder | $2,376 | $8,758-72.9% | $12,466-80.9% | $7,344-67.6% |