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 | $85,186 | $100,041-14.8% | $149,718-43.1% | $70,131+21.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 21.88% | 27.43%-5.6pp | 1501.63%-1479.8pp | 73.14%-51.3pp |
| Employer contribution / active EE | $658 | $3,662-82.0% | $5,445-87.9% | $2,342-71.9% |
| Participant deferral / active EE | $5,024 | $4,983+0.8% | $6,569-23.5% | $3,332+50.8% |
| Admin fee / account holder | $4,185 | $8,286-49.5% | $11,283-62.9% | $4,645-9.9% |