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 | $28,770 | $80,673-64.3% | $101,326-71.6% | $84,808-66.1% |
| Participation rate | 78.8% | 77.8%+1.0pp | 81.5%-2.7pp | 68.3%+10.5pp |
| Annual return | 247.90% | 38.95%+209.0pp | 36.82%+211.1pp | 40.90%+207.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,208 | $6,840-9.2% | $7,994-22.3% | $4,212+47.4% |
| Admin fee / account holder | $582 | $12,784-95.5% | $11,185-94.8% | $7,344-92.1% |