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 | $124,459 | $67,411+84.6% | $91,001+36.8% | $70,131+77.5% |
| Participation rate | 91.4% | 71.4%+20.1pp | 75.6%+15.8pp | 69.5%+21.9pp |
| Annual return | 18.29% | -40.16%+58.5pp | 4.60%+13.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $231 | $1,786-87.1% | $2,456-90.6% | $2,342-90.2% |
| Participant deferral / active EE | $3,726 | $2,823+32.0% | $3,547+5.0% | $3,332+11.8% |
| Admin fee / account holder | $5,947 | $4,236+40.4% | $5,417+9.8% | $4,645+28.0% |