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 | $64,322 | $56,053+14.8% | $75,972-15.3% | $80,856-20.4% |
| Participation rate | 86.7% | 62.0%+24.6pp | 69.1%+17.6pp | 67.6%+19.0pp |
| Annual return | 10.31% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,379 | $3,052+10.7% | $4,255-20.6% | $4,296-21.3% |
| Admin fee / account holder | $1,904 | $5,234-63.6% | $6,467-70.6% | $6,918-72.5% |