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 | $91,665 | $95,416-3.9% | $185,823-50.7% | $85,850+6.8% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 12.59% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $248 | $3,314-92.5% | $5,167-95.2% | $2,565-90.3% |
| Participant deferral / active EE | $3,337 | $3,423-2.5% | $5,568-40.1% | $3,952-15.5% |
| Admin fee / account holder | $2,459 | $7,213-65.9% | $16,237-84.9% | $6,260-60.7% |