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 | $81,582 | $70,428+15.8% | $96,562-15.5% | $85,850-5.0% |
| Participation rate | 70.1% | 61.8%+8.3pp | 69.8%+0.3pp | 69.3%+0.8pp |
| Annual return | 12.92% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,489 | $2,894+89.7% | $3,849+42.6% | $3,952+38.9% |
| Admin fee / account holder | $11,168 | $4,997+123.5% | $6,181+80.7% | $6,260+78.4% |