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 | $43,435 | $91,190-52.4% | $178,490-75.7% | $79,858-45.6% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | 14.15% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $239 | $3,256-92.7% | $5,011-95.2% | $2,471-90.3% |
| Participant deferral / active EE | $5,378 | $3,236+66.2% | $5,202+3.4% | $3,740+43.8% |
| Admin fee / account holder | $1,825 | $6,751-73.0% | $13,984-86.9% | $5,306-65.6% |