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 | $83,436 | $100,041-16.6% | $149,718-44.3% | $70,131+19.0% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.1%-10.4pp | 69.5%+7.1pp |
| Annual return | 13.29% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $181 | $3,662-95.0% | $5,445-96.7% | $2,342-92.3% |
| Participant deferral / active EE | $4,482 | $4,983-10.0% | $6,569-31.8% | $3,332+34.5% |
| Admin fee / account holder | $27,164 | $8,286+227.8% | $11,283+140.8% | $4,645+484.8% |