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 | $90,632 | $89,753+1.0% | $107,525-15.7% | $84,808+6.9% |
| Participation rate | 70.7% | 68.1%+2.6pp | 75.1%-4.4pp | 68.3%+2.4pp |
| Annual return | 15.66% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $754 | $3,113-75.8% | $3,754-79.9% | $2,631-71.3% |
| Participant deferral / active EE | $3,602 | $4,056-11.2% | $5,116-29.6% | $4,212-14.5% |
| Admin fee / account holder | $3,142 | $7,222-56.5% | $8,919-64.8% | $7,344-57.2% |