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 | $84,567 | $63,346+33.5% | $92,233-8.3% | $70,131+20.6% |
| Participation rate | 71.6% | 68.7%+3.0pp | 76.5%-4.8pp | 69.5%+2.1pp |
| Annual return | 17.43% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $304 | $2,471-87.7% | $3,679-91.7% | $2,342-87.0% |
| Participant deferral / active EE | $4,617 | $2,854+61.8% | $3,897+18.5% | $3,332+38.6% |
| Admin fee / account holder | $3,082 | $3,840-19.8% | $5,194-40.7% | $4,645-33.7% |