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 | $113,444 | $115,770-2.0% | $101,248+12.0% | $158,922-28.6% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 12.80% | 56.14%-43.3pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $609 | $4,175-85.4% | $3,660-83.3% | $4,761-87.2% |
| Participant deferral / active EE | $5,858 | $4,957+18.2% | $4,370+34.0% | $5,982-2.1% |
| Admin fee / account holder | $941 | $7,245-87.0% | $5,945-84.2% | $11,246-91.6% |