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 | $18,402 | $85,202-78.4% | $172,739-89.3% | $72,985-74.8% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 20.03% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $349 | $3,324-89.5% | $5,143-93.2% | $2,440-85.7% |
| Participant deferral / active EE | $3,474 | $3,260+6.6% | $5,198-33.2% | $3,607-3.7% |
| Admin fee / account holder | $2,543 | $5,884-56.8% | $13,954-81.8% | $5,124-50.4% |