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 | $42,645 | $98,240-56.6% | $82,313-48.2% | $147,584-71.1% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 12.59% | 30.85%-18.3pp | 25.88%-13.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $397 | $3,192-87.5% | $2,428-83.6% | $4,876-91.9% |
| Participant deferral / active EE | $7,707 | $4,383+75.8% | $3,706+107.9% | $5,439+41.7% |
| Admin fee / account holder | $1,234 | $8,563-85.6% | $5,608-78.0% | $10,885-88.7% |