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 | $77,090 | $63,346+21.7% | $92,233-16.4% | $70,131+9.9% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 17.58% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $361 | $2,471-85.4% | $3,679-90.2% | $2,342-84.6% |
| Participant deferral / active EE | $2,984 | $2,854+4.6% | $3,897-23.4% | $3,332-10.4% |
| Admin fee / account holder | $6,468 | $3,840+68.4% | $5,194+24.5% | $4,645+39.2% |