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 | $56,053+53.9% | $75,972+13.6% | $80,856+6.7% |
| Participation rate | 73.3% | 62.0%+11.3pp | 69.1%+4.3pp | 67.6%+5.7pp |
| Annual return | 12.97% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $226 | $1,874-88.0% | $2,685-91.6% | $2,755-91.8% |
| Participant deferral / active EE | $5,044 | $3,052+65.3% | $4,255+18.5% | $4,296+17.4% |
| Admin fee / account holder | $3,656 | $5,234-30.1% | $6,467-43.5% | $6,918-47.2% |