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 | $47,867 | $111,535-57.1% | $105,223-54.5% | $137,256-65.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.12% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $562 | $3,939-85.7% | $3,689-84.8% | $4,156-86.5% |
| Participant deferral / active EE | $5,160 | $5,500-6.2% | $5,072+1.7% | $6,407-19.5% |
| Admin fee / account holder | $1,337 | $9,721-86.2% | $8,859-84.9% | $12,270-89.1% |