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 | $37,894 | $81,625-53.6% | $167,512-77.4% | $74,304-49.0% |
| Participation rate | 84.1% | 60.0%+24.0pp | 77.1%+7.0pp | 60.3%+23.7pp |
| Annual return | 16.73% | 26.09%-9.4pp | 1615.79%-1599.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $404 | $2,010-79.9% | $3,882-89.6% | $2,241-82.0% |
| Participant deferral / active EE | $2,238 | $4,115-45.6% | $6,405-65.0% | $3,767-40.6% |
| Admin fee / account holder | $2,945 | $3,474-15.2% | $9,769-69.9% | $2,969-0.8% |