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 | $112,788 | $109,881+2.6% | $150,045-24.8% | $84,808+33.0% |
| Participation rate | 87.3% | 76.1%+11.2pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $596 | $3,561-83.3% | $4,693-87.3% | $2,631-77.3% |
| Participant deferral / active EE | $4,709 | $6,636-29.0% | $7,997-41.1% | $4,212+11.8% |
| Admin fee / account holder | $434 | $8,568-94.9% | $13,435-96.8% | $7,344-94.1% |