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 | $97,472 | $89,355+9.1% | $141,162-30.9% | $72,985+33.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 23.58% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $240 | $3,114-92.3% | $4,735-94.9% | $2,440-90.2% |
| Participant deferral / active EE | $7,532 | $5,418+39.0% | $6,709+12.3% | $3,607+108.8% |
| Admin fee / account holder | $470 | $5,958-92.1% | $10,261-95.4% | $5,124-90.8% |