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 | $35,021 | $91,190-61.6% | $178,490-80.4% | $79,858-56.1% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 14.19% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $145 | $3,256-95.6% | $5,011-97.1% | $2,471-94.1% |
| Participant deferral / active EE | $2,656 | $3,236-17.9% | $5,202-48.9% | $3,740-29.0% |
| Admin fee / account holder | $1,494 | $6,751-77.9% | $13,984-89.3% | $5,306-71.8% |