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 | $62,438 | $65,041-4.0% | $90,951-31.4% | $79,858-21.8% |
| Participation rate | 86.8% | 61.6%+25.2pp | 69.0%+17.8pp | 69.6%+17.1pp |
| Annual return | 15.90% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $147 | $1,247-88.2% | $2,122-93.1% | $2,471-94.0% |
| Participant deferral / active EE | $3,755 | $2,512+49.5% | $3,373+11.3% | $3,740+0.4% |
| Admin fee / account holder | $8,956 | $4,536+97.4% | $5,959+50.3% | $5,306+68.8% |