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 | $95,300 | $88,672+7.5% | $105,223-9.4% | $82,448+15.6% |
| Participation rate | 79.3% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.2pp |
| Annual return | 15.21% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $582 | $3,048-80.9% | $3,689-84.2% | $2,551-77.2% |
| Participant deferral / active EE | $2,327 | $4,036-42.3% | $5,072-54.1% | $4,139-43.8% |
| Admin fee / account holder | $5,818 | $7,146-18.6% | $8,859-34.3% | $7,234-19.6% |