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 | $86,751 | $91,552-5.2% | $133,956-35.2% | $79,858+8.6% |
| Participation rate | 90.5% | 73.3%+17.1pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | 13.30% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $455 | $2,384-80.9% | $3,919-88.4% | $2,471-81.6% |
| Participant deferral / active EE | $4,707 | $3,733+26.1% | $5,048-6.8% | $3,740+25.8% |
| Admin fee / account holder | $3,310 | $6,321-47.6% | $8,927-62.9% | $5,306-37.6% |