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 | $81,276 | $228,332-64.4% | $185,823-56.3% | $158,922-48.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 21.06% | 40.80%-19.7pp | 35.95%-14.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $59 | $4,967-98.8% | $4,087-98.6% | $4,761-98.8% |
| Participant deferral / active EE | $4,305 | $6,415-32.9% | $5,632-23.6% | $5,982-28.0% |
| Admin fee / account holder | $429 | $11,864-96.4% | $9,500-95.5% | $11,246-96.2% |