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 | $85,863 | $91,538-6.2% | $129,995-33.9% | $75,163+14.2% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 17.30% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $349 | $2,845-87.7% | $4,320-91.9% | $2,670-86.9% |
| Participant deferral / active EE | $8,794 | $4,341+102.6% | $5,820+51.1% | $4,125+113.2% |
| Admin fee / account holder | $5,533 | $6,790-18.5% | $10,614-47.9% | $5,651-2.1% |