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 | $59,319 | $99,032-40.1% | $80,019-25.9% | $135,375-56.2% |
| Participation rate | 89.5% | 78.4%+11.1pp | 75.8%+13.6pp | 82.6%+6.8pp |
| Annual return | -1.12% | 15.39%-16.5pp | 11.22%-12.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $421 | $3,043-86.2% | $2,468-82.9% | $4,779-91.2% |
| Participant deferral / active EE | $4,123 | $4,282-3.7% | $3,686+11.9% | $5,609-26.5% |
| Admin fee / account holder | $375 | $10,436-96.4% | $6,521-94.2% | $10,827-96.5% |