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 | $33,455 | $96,128-65.2% | $136,007-75.4% | $80,856-58.6% |
| Participation rate | 75.9% | 71.2%+4.6pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 12.15% | 28.71%-16.6pp | 579.32%-567.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $501 | $3,351-85.1% | $4,217-88.1% | $2,755-81.8% |
| Participant deferral / active EE | $3,200 | $5,709-44.0% | $7,025-54.5% | $4,296-25.5% |
| Admin fee / account holder | $1,383 | $8,236-83.2% | $6,858-79.8% | $6,918-80.0% |