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 | $40,787 | $98,750-58.7% | $149,696-72.8% | $79,858-48.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 21.16% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $457 | $3,216-85.8% | $4,644-90.2% | $2,471-81.5% |
| Participant deferral / active EE | $5,183 | $5,680-8.8% | $6,842-24.2% | $3,740+38.6% |
| Admin fee / account holder | $1,224 | $6,053-79.8% | $9,309-86.8% | $5,306-76.9% |