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 | $48,889 | $72,492-32.6% | $87,100-43.9% | $72,985-33.0% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 23.37% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $377 | $1,894-80.1% | $2,521-85.0% | $2,440-84.5% |
| Participant deferral / active EE | $3,828 | $3,270+17.1% | $4,049-5.4% | $3,607+6.1% |
| Admin fee / account holder | $2,645 | $5,055-47.7% | $7,497-64.7% | $5,124-48.4% |