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 | $143,571 | $123,793+16.0% | $177,821-19.3% | $79,858+79.8% |
| Participation rate | 76.9% | 84.7%-7.7pp | 87.7%-10.8pp | 69.6%+7.3pp |
| Annual return | 14.60% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $192 | $4,095-95.3% | $5,918-96.8% | $2,471-92.2% |
| Participant deferral / active EE | $12,208 | $5,956+105.0% | $7,714+58.3% | $3,740+226.4% |
| Admin fee / account holder | $6,918 | $7,243-4.5% | $12,427-44.3% | $5,306+30.4% |