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 | $26,719 | $85,766-68.8% | $136,294-80.4% | $70,131-61.9% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 14.99% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $255 | $2,966-91.4% | $4,695-94.6% | $2,342-89.1% |
| Participant deferral / active EE | $2,378 | $5,051-52.9% | $6,247-61.9% | $3,332-28.6% |
| Admin fee / account holder | $1,170 | $5,420-78.4% | $9,243-87.3% | $4,645-74.8% |