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 | $16,720 | $114,381-85.4% | $107,525-84.4% | $142,382-88.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 18.13% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $651 | $4,015-83.8% | $3,754-82.7% | $4,299-84.9% |
| Participant deferral / active EE | $5,230 | $5,564-6.0% | $5,116+2.2% | $6,507-19.6% |
| Admin fee / account holder | $328 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |