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 | $5,775 | $74,888-92.3% | $71,209-91.9% | $142,382-95.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 18.20% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $378 | $2,854-86.8% | $2,721-86.1% | $4,299-91.2% |
| Participant deferral / active EE | $655 | $4,454-85.3% | $4,175-84.3% | $6,507-89.9% |
| Admin fee / account holder | $360 | $5,568-93.5% | $5,349-93.3% | $12,624-97.1% |