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 | $73,816 | $63,346+16.5% | $92,233-20.0% | $70,131+5.3% |
| Participation rate | 72.1% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 16.84% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,394 | $2,854-16.1% | $3,897-38.6% | $3,332-28.1% |
| Admin fee / account holder | $2,574 | $3,840-33.0% | $5,194-50.4% | $4,645-44.6% |