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 | $37,136 | $98,750-62.4% | $149,696-75.2% | $79,858-53.5% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 15.46% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $440 | $3,216-86.3% | $4,644-90.5% | $2,471-82.2% |
| Participant deferral / active EE | $7,403 | $5,680+30.3% | $6,842+8.2% | $3,740+97.9% |
| Admin fee / account holder | $3,757 | $6,053-37.9% | $9,309-59.6% | $5,306-29.2% |