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 | $60,737 | $58,828+3.2% | $77,999-22.1% | $62,891-3.4% |
| Participation rate | 96.2% | 71.1%+25.2pp | 75.5%+20.7pp | 69.3%+26.9pp |
| Annual return | 8.75% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $94 | $1,672-94.4% | $2,470-96.2% | $2,281-95.9% |
| Participant deferral / active EE | $2,891 | $2,686+7.7% | $3,497-17.3% | $3,203-9.7% |
| Admin fee / account holder | $1,926 | $4,393-56.2% | $5,480-64.9% | $4,296-55.2% |