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 | $43,742 | $106,515-58.9% | $96,683-54.8% | $139,434-68.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 13.18% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $10 | $4,103-99.8% | $3,737-99.7% | $4,751-99.8% |
| Participant deferral / active EE | $5,385 | $5,454-1.3% | $4,878+10.4% | $6,710-19.7% |
| Admin fee / account holder | $14,854 | $7,877+88.6% | $6,730+120.7% | $11,403+30.3% |