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 8-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 | $37,149 | $78,520-52.7% | $96,576-61.5% | $82,448-54.9% |
| Participation rate | 76.9% | 77.7%-0.8pp | 81.4%-4.5pp | 68.1%+8.9pp |
| Annual return | 18.99% | 41.30%-22.3pp | 38.47%-19.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,144 | $6,754-9.0% | $7,956-22.8% | $4,139+48.4% |
| Admin fee / account holder | $368 | $13,455-97.3% | $11,381-96.8% | $7,234-94.9% |