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 | $171,747 | $103,376+66.1% | $87,100+97.2% | $152,861+12.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 22.66% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $242 | $3,220-92.5% | $2,521-90.4% | $4,762-94.9% |
| Participant deferral / active EE | $4,843 | $4,778+1.4% | $4,049+19.6% | $5,850-17.2% |
| Admin fee / account holder | $3,459 | $12,205-71.7% | $7,497-53.9% | $11,596-70.2% |