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 | $41,995 | $93,571-55.1% | $135,903-69.1% | $75,163-44.1% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.3pp |
| Annual return | 19.89% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $571 | $3,537-83.9% | $4,856-88.2% | $2,670-78.6% |
| Participant deferral / active EE | $4,366 | $6,404-31.8% | $7,758-43.7% | $4,125+5.8% |
| Admin fee / account holder | $3,350 | $6,975-52.0% | $10,762-68.9% | $5,651-40.7% |