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 | $117,308 | $114,381+2.6% | $107,525+9.1% | $142,382-17.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.18% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $517 | $4,015-87.1% | $3,754-86.2% | $4,299-88.0% |
| Participant deferral / active EE | $7,033 | $5,564+26.4% | $5,116+37.5% | $6,507+8.1% |
| Admin fee / account holder | $1,816 | $9,860-81.6% | $8,919-79.6% | $12,624-85.6% |