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 | $87,853 | $99,985-12.1% | $146,665-40.1% | $85,850+2.3% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 12.36% | 18.93%-6.6pp | 22.74%-10.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $352 | $2,559-86.2% | $4,136-91.5% | $2,565-86.3% |
| Participant deferral / active EE | $6,742 | $4,006+68.3% | $5,506+22.5% | $3,952+70.6% |
| Admin fee / account holder | $4,218 | $7,702-45.2% | $10,280-59.0% | $6,260-32.6% |