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 | $84,979 | $109,881-22.7% | $150,045-43.4% | $84,808+0.2% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.7pp | 68.3%+9.3pp |
| Annual return | 14.57% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $591 | $3,561-83.4% | $4,693-87.4% | $2,631-77.5% |
| Participant deferral / active EE | $6,644 | $6,636+0.1% | $7,997-16.9% | $4,212+57.7% |
| Admin fee / account holder | $1,969 | $8,568-77.0% | $13,435-85.3% | $7,344-73.2% |