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 | $91,787 | $97,044-5.4% | $83,333+10.1% | $135,375-32.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | 9.86% | 12.31%-2.4pp | 10.63%-0.8pp | 519.73%-509.9pp |
| Employer contribution / active EE | $287 | $4,143-93.1% | $3,379-91.5% | $4,779-94.0% |
| Participant deferral / active EE | $1,852 | $5,964-69.0% | $5,565-66.7% | $5,609-67.0% |
| Admin fee / account holder | $3,357 | $8,380-59.9% | $7,510-55.3% | $10,827-69.0% |