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 | $38,059 | $88,083-56.8% | $164,813-76.9% | $74,495-48.9% |
| Participation rate | 71.4% | 73.0%-1.6pp | 78.6%-7.2pp | 67.2%+4.2pp |
| Annual return | 14.85% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $527 | $2,593-79.7% | $4,341-87.9% | $2,623-79.9% |
| Participant deferral / active EE | $3,139 | $4,498-30.2% | $6,031-48.0% | $4,346-27.8% |
| Admin fee / account holder | $2,121 | $2,234-5.0% | $12,690-83.3% | $1,942+9.2% |