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 | $139,564 | $80,968+72.4% | $96,544+44.6% | $75,163+85.7% |
| Participation rate | 70.5% | 71.8%-1.3pp | 76.0%-5.5pp | 67.2%+3.3pp |
| Annual return | 12.78% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.8pp |
| Employer contribution / active EE | $261 | $2,282-88.6% | $2,965-91.2% | $2,670-90.2% |
| Participant deferral / active EE | $5,217 | $3,928+32.8% | $4,851+7.6% | $4,125+26.5% |
| Admin fee / account holder | $3,504 | $6,724-47.9% | $8,252-57.5% | $5,651-38.0% |