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 | $55,362 | $99,877-44.6% | $84,966-34.8% | $145,922-62.1% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 13.10% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $21 | $3,231-99.4% | $2,727-99.2% | $4,660-99.5% |
| Participant deferral / active EE | $7,740 | $5,291+46.3% | $4,519+71.3% | $6,688+15.7% |
| Admin fee / account holder | $1,676 | $7,248-76.9% | $6,149-72.7% | $13,397-87.5% |