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 | $113,190 | $146,267-22.6% | $197,124-42.6% | $82,448+37.3% |
| Participation rate | 95.7% | 84.0%+11.6pp | 86.7%+8.9pp | 68.1%+27.6pp |
| Annual return | 16.84% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,084 | $7,035+100.2% | $9,135+54.2% | $4,139+240.3% |
| Admin fee / account holder | $1,231 | $14,422-91.5% | $16,298-92.4% | $7,234-83.0% |