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 | $94,995 | $105,126-9.6% | $94,646+0.4% | $139,434-31.9% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 24.88% | 38.03%-13.1pp | 156.71%-131.8pp | 372.94%-348.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,193 | $7,599+21.0% | $7,418+23.9% | $6,710+37.0% |
| Admin fee / account holder | $450 | $8,984-95.0% | $7,231-93.8% | $11,403-96.1% |