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 | $93,164 | $48,230+93.2% | $67,502+38.0% | $80,856+15.2% |
| Participation rate | 91.9% | 66.4%+25.5pp | 72.9%+19.0pp | 67.6%+24.3pp |
| Annual return | 13.79% | 18.28%-4.5pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,434 | $2,924+154.3% | $4,000+85.9% | $4,296+73.1% |
| Admin fee / account holder | $8,407 | $3,681+128.4% | $3,998+110.3% | $6,918+21.5% |