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 | $101,388 | $114,381-11.4% | $107,525-5.7% | $142,382-28.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.93% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $668 | $4,015-83.4% | $3,754-82.2% | $4,299-84.5% |
| Participant deferral / active EE | $8,278 | $5,564+48.8% | $5,116+61.8% | $6,507+27.2% |
| Admin fee / account holder | $4,498 | $9,860-54.4% | $8,919-49.6% | $12,624-64.4% |