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 | $37,990 | $58,264-34.8% | $86,612-56.1% | $71,457-46.8% |
| Participation rate | 70.2% | 65.0%+5.2pp | 71.7%-1.5pp | 67.9%+2.3pp |
| Annual return | 23.31% | 21.63%+1.7pp | 591.07%-567.8pp | 28.85%-5.5pp |
| Employer contribution / active EE | $183 | $2,574-92.9% | $3,022-94.0% | $2,588-92.9% |
| Participant deferral / active EE | $11,546 | $3,436+236.0% | $4,438+160.2% | $4,289+169.2% |
| Admin fee / account holder | $1,586 | $1,057+50.0% | $5,614-71.8% | $1,587-0.1% |