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 | $32,970 | $110,257-70.1% | $96,544-65.8% | $139,434-76.4% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 19.73% | 26.32%-6.6pp | 25.84%-6.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $351 | $3,620-90.3% | $2,965-88.2% | $4,751-92.6% |
| Participant deferral / active EE | $5,595 | $5,548+0.9% | $4,851+15.3% | $6,710-16.6% |
| Admin fee / account holder | $329 | $11,591-97.2% | $8,252-96.0% | $11,403-97.1% |