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 | $126,261 | $86,922+45.3% | $102,438+23.3% | $80,874+56.1% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.2pp |
| Annual return | 13.43% | 18.90%-5.5pp | 29.37%-15.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2 | $2,369-99.9% | $3,024-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $4,301 | $4,119+4.4% | $5,054-14.9% | $4,297+0.1% |
| Admin fee / account holder | $30,236 | $8,050+275.6% | $9,448+220.0% | $6,935+336.0% |