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 3-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 | $6,787 | $74,888-90.9% | $71,209-90.5% | $142,382-95.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 24.21% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $60 | $2,854-97.9% | $2,721-97.8% | $4,299-98.6% |
| Participant deferral / active EE | $2,986 | $4,454-33.0% | $4,175-28.5% | $6,507-54.1% |
| Admin fee / account holder | $814 | $5,568-85.4% | $5,349-84.8% | $12,624-93.6% |