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 10-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 | $56,400 | $89,355-36.9% | $141,162-60.0% | $72,985-22.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 31.59% | 111.85%-80.3pp | 71.39%-39.8pp | 81.00%-49.4pp |
| Employer contribution / active EE | $25 | $3,114-99.2% | $4,735-99.5% | $2,440-99.0% |
| Participant deferral / active EE | $8,051 | $5,418+48.6% | $6,709+20.0% | $3,607+123.2% |
| Admin fee / account holder | $6,340 | $5,958+6.4% | $10,261-38.2% | $5,124+23.7% |