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 | $71,416 | $98,750-27.7% | $149,696-52.3% | $79,858-10.6% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.4pp |
| Annual return | 15.27% | 27.43%-12.2pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $291 | $3,216-90.9% | $4,644-93.7% | $2,471-88.2% |
| Participant deferral / active EE | $3,760 | $5,680-33.8% | $6,842-45.0% | $3,740+0.5% |
| Admin fee / account holder | $11,654 | $6,053+92.5% | $9,309+25.2% | $5,306+119.6% |