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 5-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 | $31,712 | $100,773-68.5% | $88,946-64.3% | $142,382-77.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.74% | 70.18%-55.4pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $238 | $2,918-91.9% | $2,555-90.7% | $4,299-94.5% |
| Participant deferral / active EE | $3,832 | $5,230-26.7% | $4,581-16.4% | $6,507-41.1% |
| Admin fee / account holder | $1,695 | $9,693-82.5% | $8,261-79.5% | $12,624-86.6% |