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 | $61,299 | $58,208+5.3% | $81,812-25.1% | $80,856-24.2% |
| Participation rate | 75.9% | 63.4%+12.4pp | 72.3%+3.5pp | 67.6%+8.2pp |
| Annual return | 13.97% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $225 | $2,340-90.4% | $2,912-92.3% | $2,755-91.8% |
| Participant deferral / active EE | $3,318 | $3,281+1.1% | $4,319-23.2% | $4,296-22.8% |
| Admin fee / account holder | $5,897 | $4,981+18.4% | $7,386-20.2% | $6,918-14.8% |