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 3-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 | $34,139 | $117,859-71.0% | $102,438-66.7% | $145,959-76.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 24.22% | 31.72%-7.5pp | 29.37%-5.1pp | 561.95%-537.7pp |
| Employer contribution / active EE | $542 | $3,615-85.0% | $3,024-82.1% | $4,661-88.4% |
| Participant deferral / active EE | $9,538 | $5,732+66.4% | $5,054+88.7% | $6,689+42.6% |
| Admin fee / account holder | $1,698 | $13,318-87.2% | $9,448-82.0% | $13,398-87.3% |