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 | $127,264 | $94,338+34.9% | $100,534+26.6% | $142,382-10.6% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 18.99% | 29.20%-10.2pp | 32.66%-13.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $498 | $4,237-88.2% | $4,346-88.5% | $4,299-88.4% |
| Participant deferral / active EE | $4,165 | $5,934-29.8% | $6,144-32.2% | $6,507-36.0% |
| Admin fee / account holder | $19,838 | $8,421+135.6% | $7,654+159.2% | $12,624+57.1% |