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 | $115,198 | $197,591-41.7% | $177,821-35.2% | $158,922-27.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 12.77% | 58.76%-46.0pp | 48.32%-35.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $400 | $6,697-94.0% | $5,918-93.2% | $4,761-91.6% |
| Participant deferral / active EE | $3,749 | $8,405-55.4% | $7,714-51.4% | $5,982-37.3% |
| Admin fee / account holder | $3,881 | $15,399-74.8% | $12,427-68.8% | $11,246-65.5% |