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 | $2,527 | $20,316-87.6% | $66,042-96.2% | $74,304-96.6% |
| Participation rate | 94.7% | 62.8%+31.9pp | 67.5%+27.2pp | 60.3%+34.3pp |
| Annual return | 29.92% | 28.10%+1.8pp | 52.11%-22.2pp | 29.43%+0.5pp |
| Employer contribution / active EE | $164 | $745-77.9% | $1,579-89.6% | $2,241-92.7% |
| Participant deferral / active EE | $1,405 | $1,615-13.0% | $2,835-50.4% | $3,767-62.7% |
| Admin fee / account holder | $740 | $1,668-55.6% | $5,747-87.1% | $2,969-75.1% |