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 | $71,344 | $73,933-3.5% | $96,683-26.2% | $75,163-5.1% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 14.42% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,894 | $3,659+61.1% | $4,878+20.8% | $4,125+42.9% |
| Admin fee / account holder | $5,496 | $5,216+5.4% | $6,730-18.3% | $5,651-2.7% |