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 | $76,317 | $73,933+3.2% | $96,683-21.1% | $75,163+1.5% |
| Participation rate | 82.8% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.6pp |
| Annual return | 23.02% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $227 | $2,928-92.2% | $3,737-93.9% | $2,670-91.5% |
| Participant deferral / active EE | $2,653 | $3,659-27.5% | $4,878-45.6% | $4,125-35.7% |
| Admin fee / account holder | $646 | $5,216-87.6% | $6,730-90.4% | $5,651-88.6% |