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 | $69,114 | $63,346+9.1% | $92,233-25.1% | $70,131-1.5% |
| Participation rate | 87.2% | 68.7%+18.6pp | 76.5%+10.8pp | 69.5%+17.7pp |
| Annual return | 16.88% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $291 | $2,471-88.2% | $3,679-92.1% | $2,342-87.6% |
| Participant deferral / active EE | $3,271 | $2,854+14.6% | $3,897-16.0% | $3,332-1.8% |
| Admin fee / account holder | $423 | $3,840-89.0% | $5,194-91.9% | $4,645-90.9% |