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 | $65,501 | $157,256-58.3% | $141,162-53.6% | $152,861-57.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.54% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $293 | $5,261-94.4% | $4,735-93.8% | $4,762-93.8% |
| Participant deferral / active EE | $7,014 | $7,109-1.3% | $6,709+4.5% | $5,850+19.9% |
| Admin fee / account holder | $2,198 | $12,120-81.9% | $10,261-78.6% | $11,596-81.0% |