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 | $60,875 | $63,346-3.9% | $92,233-34.0% | $70,131-13.2% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 18.08% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $225 | $2,471-90.9% | $3,679-93.9% | $2,342-90.4% |
| Participant deferral / active EE | $3,114 | $2,854+9.1% | $3,897-20.1% | $3,332-6.5% |
| Admin fee / account holder | $1,414 | $3,840-63.2% | $5,194-72.8% | $4,645-69.6% |