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 | $45,999 | $201,272-77.1% | $184,203-75.0% | $145,922-68.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.45% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,403 | $7,022-80.0% | $6,427-78.2% | $4,660-69.9% |
| Participant deferral / active EE | $3,896 | $9,806-60.3% | $9,131-57.3% | $6,688-41.7% |
| Admin fee / account holder | $1,910 | $16,364-88.3% | $13,901-86.3% | $13,397-85.7% |