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 | $150,068 | $97,744+53.5% | $103,476+45.0% | $145,922+2.8% |
| Participation rate | 78.6% | 81.1%-2.5pp | 80.5%-1.9pp | 80.3%-1.7pp |
| Annual return | 15.17% | 25.41%-10.2pp | 23.90%-8.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $213 | $4,677-95.5% | $4,672-95.4% | $4,660-95.4% |
| Participant deferral / active EE | $2,355 | $6,603-64.3% | $6,623-64.4% | $6,688-64.8% |
| Admin fee / account holder | $2,897 | $12,515-76.9% | $9,413-69.2% | $13,397-78.4% |