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 | $86,289 | $56,060+53.9% | $76,002+13.5% | $80,874+6.7% |
| Participation rate | 73.3% | 62.0%+11.3pp | 69.1%+4.3pp | 67.6%+5.7pp |
| Annual return | 12.97% | 20.54%-7.6pp | 360.07%-347.1pp | 35.62%-22.6pp |
| Employer contribution / active EE | $226 | $1,873-88.0% | $2,688-91.6% | $2,756-91.8% |
| Participant deferral / active EE | $5,044 | $3,051+65.3% | $4,257+18.5% | $4,297+17.4% |
| Admin fee / account holder | $3,656 | $5,237-30.2% | $6,414-43.0% | $6,935-47.3% |