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 8-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 | $26,707 | $57,590-53.6% | $86,233-69.0% | $82,448-67.6% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.0%+20.6pp | 68.1%+21.6pp |
| Annual return | 20.18% | 22.41%-2.2pp | 61.39%-41.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $59 | $1,655-96.4% | $2,504-97.6% | $2,551-97.7% |
| Participant deferral / active EE | $5,144 | $3,080+67.0% | $4,559+12.8% | $4,139+24.3% |
| Admin fee / account holder | $2,870 | $4,730-39.3% | $8,342-65.6% | $7,234-60.3% |