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 | $11,625 | $114,381-89.8% | $107,525-89.2% | $142,382-91.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.18% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $307 | $4,015-92.4% | $3,754-91.8% | $4,299-92.9% |
| Participant deferral / active EE | $1,856 | $5,564-66.6% | $5,116-63.7% | $6,507-71.5% |
| Admin fee / account holder | $846 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |