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 | $119,320 | $167,483-28.8% | $115,752+3.1% | $147,584-19.2% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 82.8%-12.2pp |
| Annual return | 14.53% | 12.11%+2.4pp | 19.41%-4.9pp | 578.55%-564.0pp |
| Employer contribution / active EE | $366 | $4,960-92.6% | $3,492-89.5% | $4,876-92.5% |
| Participant deferral / active EE | $6,875 | $7,037-2.3% | $5,204+32.1% | $5,439+26.4% |
| Admin fee / account holder | $1,435 | $13,069-89.0% | $6,278-77.1% | $10,885-86.8% |