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 6-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 | $12,750 | $114,381-88.9% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 21.23% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $684 | $4,015-83.0% | $3,754-81.8% | $4,299-84.1% |
| Participant deferral / active EE | $3,069 | $5,564-44.9% | $5,116-40.0% | $6,507-52.8% |
| Admin fee / account holder | $1,064 | $9,860-89.2% | $8,919-88.1% | $12,624-91.6% |