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 | $43,662 | $51,175-14.7% | $70,515-38.1% | $75,163-41.9% |
| Participation rate | 90.5% | 60.9%+29.6pp | 68.3%+22.2pp | 67.2%+23.3pp |
| Annual return | 16.31% | 30.02%-13.7pp | 32.77%-16.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $238 | $1,826-87.0% | $2,973-92.0% | $2,670-91.1% |
| Participant deferral / active EE | $6,285 | $2,849+120.6% | $4,567+37.6% | $4,125+52.4% |
| Admin fee / account holder | $875 | $4,091-78.6% | $6,412-86.4% | $5,651-84.5% |