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 | $157,730 | $179,726-12.2% | $156,263+0.9% | $142,382+10.8% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 14.72% | 77.86%-63.1pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $468 | $5,069-90.8% | $4,333-89.2% | $4,299-89.1% |
| Participant deferral / active EE | $6,735 | $6,956-3.2% | $6,158+9.4% | $6,507+3.5% |
| Admin fee / account holder | $1,241 | $17,272-92.8% | $14,255-91.3% | $12,624-90.2% |