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 | $87,643 | $85,766+2.2% | $136,294-35.7% | $70,131+25.0% |
| Participation rate | 79.5% | 74.2%+5.4pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 21.28% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $23 | $2,966-99.2% | $4,695-99.5% | $2,342-99.0% |
| Participant deferral / active EE | $7,926 | $5,051+56.9% | $6,247+26.9% | $3,332+137.9% |
| Admin fee / account holder | $2,332 | $5,420-57.0% | $9,243-74.8% | $4,645-49.8% |