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 | $83,447 | $78,422+6.4% | $95,952-13.0% | $79,858+4.5% |
| Participation rate | 81.4% | 73.5%+7.9pp | 77.1%+4.3pp | 69.6%+11.7pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $360 | $1,945-81.5% | $2,541-85.8% | $2,471-85.4% |
| Participant deferral / active EE | $2,011 | $3,440-41.5% | $4,167-51.7% | $3,740-46.2% |
| Admin fee / account holder | $9,787 | $5,622+74.1% | $6,795+44.0% | $5,306+84.5% |