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 | $13,736 | $111,535-87.7% | $105,223-86.9% | $137,256-90.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 27.75% | 237.85%-210.1pp | 180.65%-152.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $603 | $3,939-84.7% | $3,689-83.7% | $4,156-85.5% |
| Participant deferral / active EE | $3,614 | $5,500-34.3% | $5,072-28.7% | $6,407-43.6% |
| Admin fee / account holder | $370 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |