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 | $103,524 | $72,277+43.2% | $101,248+2.2% | $79,858+29.6% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 11.66% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $78 | $2,692-97.1% | $3,660-97.9% | $2,471-96.9% |
| Participant deferral / active EE | $3,376 | $3,282+2.9% | $4,370-22.8% | $3,740-9.7% |
| Admin fee / account holder | $7,239 | $4,400+64.5% | $5,945+21.8% | $5,306+36.4% |