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 | $168,689 | $142,405+18.5% | $115,157+46.5% | $152,861+10.4% |
| Participation rate | 76.5% | 82.4%-5.9pp | 75.9%+0.6pp | 82.4%-6.0pp |
| Annual return | 41.72% | 41.48%+0.2pp | 35.60%+6.1pp | 345.32%-303.6pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,108 | $5,164-39.8% | $4,168-25.4% | $5,850-46.9% |
| Admin fee / account holder | $12,951 | $8,462+53.0% | $7,088+82.7% | $11,596+11.7% |