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 | $9,870 | $74,888-86.8% | $71,209-86.1% | $142,382-93.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 23.58% | 345.14%-321.6pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $352 | $2,854-87.7% | $2,721-87.1% | $4,299-91.8% |
| Participant deferral / active EE | $3,113 | $4,454-30.1% | $4,175-25.4% | $6,507-52.2% |
| Admin fee / account holder | $410 | $5,568-92.6% | $5,349-92.3% | $12,624-96.8% |