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 | $52,060 | $63,346-17.8% | $92,233-43.6% | $70,131-25.8% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 14.61% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $433 | $2,471-82.5% | $3,679-88.2% | $2,342-81.5% |
| Participant deferral / active EE | $1,732 | $2,854-39.3% | $3,897-55.6% | $3,332-48.0% |
| Admin fee / account holder | $2,789 | $3,840-27.4% | $5,194-46.3% | $4,645-40.0% |