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 | $109,862 | $77,899+41.0% | $149,673-26.6% | $75,163+46.2% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 14.67% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,027 | $3,411-40.6% | $5,680-64.3% | $4,125-50.9% |
| Admin fee / account holder | $862 | $5,956-85.5% | $13,210-93.5% | $5,651-84.7% |