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 4-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 | $34,070 | $177,572-80.8% | $154,803-78.0% | $142,382-76.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.43% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $420 | $4,810-91.3% | $4,305-90.2% | $4,299-90.2% |
| Participant deferral / active EE | $2,652 | $6,272-57.7% | $5,540-52.1% | $6,507-59.3% |
| Admin fee / account holder | $414 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |