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 | $71,685 | $102,828-30.3% | $105,387-32.0% | $152,861-53.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.19% | 20.85%-3.7pp | 26.82%-9.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $537 | $4,473-88.0% | $4,213-87.3% | $4,762-88.7% |
| Participant deferral / active EE | $4,858 | $5,465-11.1% | $5,502-11.7% | $5,850-17.0% |
| Admin fee / account holder | $1,805 | $8,683-79.2% | $6,559-72.5% | $11,596-84.4% |