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 | $62,055 | $73,787-15.9% | $98,716-37.1% | $82,448-24.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.83% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $125 | $1,511-91.7% | $2,279-94.5% | $2,551-95.1% |
| Participant deferral / active EE | $5,523 | $3,081+79.3% | $4,048+36.5% | $4,139+33.4% |
| Admin fee / account holder | $2,733 | $6,500-58.0% | $8,703-68.6% | $7,234-62.2% |