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 | $91,824 | $124,281-26.1% | $109,143-15.9% | $167,490-45.2% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 30.19% | 26.04%+4.2pp | 25.75%+4.4pp | 478.56%-448.4pp |
| Employer contribution / active EE | $24 | $4,207-99.4% | $3,722-99.4% | $4,837-99.5% |
| Participant deferral / active EE | $2,307 | $5,255-56.1% | $4,653-50.4% | $6,341-63.6% |
| Admin fee / account holder | $13,950 | $7,970+75.0% | $6,752+106.6% | $12,309+13.3% |