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 | $101,522 | $87,841+15.6% | $133,980-24.2% | $62,891+61.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 20.48% | 12.05%+8.4pp | 29.30%-8.8pp | 20.14%+0.3pp |
| Employer contribution / active EE | $420 | $3,483-87.9% | $5,211-91.9% | $2,281-81.6% |
| Participant deferral / active EE | $7,673 | $4,812+59.5% | $6,282+22.1% | $3,203+139.6% |
| Admin fee / account holder | $3,475 | $5,371-35.3% | $9,324-62.7% | $4,296-19.1% |