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 8-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 | $87,527 | $98,750-11.4% | $149,696-41.5% | $79,858+9.6% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.6%+6.6pp |
| Annual return | 20.64% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,396 | $5,680+118.2% | $6,842+81.2% | $3,740+231.4% |
| Admin fee / account holder | $5,013 | $6,053-17.2% | $9,309-46.2% | $5,306-5.5% |