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 | $38,562 | $177,572-78.3% | $154,803-75.1% | $142,382-72.9% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.1%+13.2pp | 80.1%+11.2pp |
| Annual return | 15.11% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $630 | $4,810-86.9% | $4,305-85.4% | $4,299-85.3% |
| Participant deferral / active EE | $4,986 | $6,272-20.5% | $5,540-10.0% | $6,507-23.4% |
| Admin fee / account holder | $439 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |