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 9-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 | $44,796 | $78,485-42.9% | $106,213-57.8% | $74,495-39.9% |
| Participation rate | 94.1% | 72.8%+21.2pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 15.34% | 15.95%-0.6pp | 116.14%-100.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $669 | $2,523-73.5% | $3,171-78.9% | $2,623-74.5% |
| Participant deferral / active EE | $3,487 | $4,322-19.3% | $5,016-30.5% | $4,346-19.8% |
| Admin fee / account holder | $4,843 | $2,232+117.0% | $11,033-56.1% | $1,942+149.4% |