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 | $43,841 | $56,053-21.8% | $75,972-42.3% | $80,856-45.8% |
| Participation rate | 84.6% | 62.0%+22.6pp | 69.1%+15.6pp | 67.6%+17.0pp |
| Annual return | 23.38% | 20.53%+2.8pp | 359.55%-336.2pp | 35.59%-12.2pp |
| Employer contribution / active EE | -$670 | $1,874-135.8% | $2,685-125.0% | $2,755-124.3% |
| Participant deferral / active EE | $3,134 | $3,052+2.7% | $4,255-26.3% | $4,296-27.0% |
| Admin fee / account holder | $3,050 | $5,234-41.7% | $6,467-52.8% | $6,918-55.9% |