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 | $183,424 | $77,813+135.7% | $123,544+48.5% | $64,186+185.8% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.9pp |
| Annual return | -2.90% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $171 | $3,014-94.3% | $4,628-96.3% | $2,381-92.8% |
| Participant deferral / active EE | $8,650 | $5,240+65.1% | $6,426+34.6% | $3,470+149.3% |
| Admin fee / account holder | $7,490 | $5,519+35.7% | $9,284-19.3% | $4,888+53.2% |