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 5-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 | $111,169 | $106,749+4.1% | $145,433-23.6% | $82,448+34.8% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 32.29% | 27.59%+4.7pp | 66.58%-34.3pp | 41.64%-9.3pp |
| Employer contribution / active EE | $215 | $3,444-93.8% | $4,554-95.3% | $2,551-91.6% |
| Participant deferral / active EE | $7,060 | $6,519+8.3% | $7,897-10.6% | $4,139+70.6% |
| Admin fee / account holder | $2,723 | $8,390-67.5% | $13,129-79.3% | $7,234-62.4% |