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 | $37,822 | $89,355-57.7% | $141,162-73.2% | $72,985-48.2% |
| Participation rate | 87.3% | 75.1%+12.2pp | 82.5%+4.8pp | 69.5%+17.8pp |
| Annual return | 23.11% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $454 | $3,114-85.4% | $4,735-90.4% | $2,440-81.4% |
| Participant deferral / active EE | $4,642 | $5,418-14.3% | $6,709-30.8% | $3,607+28.7% |
| Admin fee / account holder | $2,692 | $5,958-54.8% | $10,261-73.8% | $5,124-47.5% |