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 | $67,986 | $63,346+7.3% | $92,233-26.3% | $70,131-3.1% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 16.18% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $406 | $2,471-83.6% | $3,679-89.0% | $2,342-82.6% |
| Participant deferral / active EE | $2,344 | $2,854-17.9% | $3,897-39.8% | $3,332-29.6% |
| Admin fee / account holder | $545 | $3,840-85.8% | $5,194-89.5% | $4,645-88.3% |