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 | $148,978-24.0% | $200,582-43.6% | $84,808+33.5% |
| Participation rate | 95.7% | 84.2%+11.4pp | 86.9%+8.8pp | 68.3%+27.3pp |
| Annual return | 16.84% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,084 | $7,142+97.2% | $9,331+50.9% | $4,212+234.4% |
| Admin fee / account holder | $1,231 | $13,977-91.2% | $16,305-92.5% | $7,344-83.2% |