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 | $47,647 | $162,781-70.7% | $133,956-64.4% | $158,922-70.0% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 7.22% | 41.94%-34.7pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $898 | $4,975-82.0% | $3,919-77.1% | $4,761-81.1% |
| Participant deferral / active EE | $7,066 | $5,911+19.5% | $5,048+40.0% | $5,982+18.1% |
| Admin fee / account holder | $696 | $11,736-94.1% | $8,927-92.2% | $11,246-93.8% |