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 | $135,207 | $107,334+26.0% | $92,893+45.6% | $152,861-11.5% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 24.20% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $643 | $4,221-84.8% | $3,653-82.4% | $4,762-86.5% |
| Participant deferral / active EE | $3,559 | $4,845-26.5% | $4,236-16.0% | $5,850-39.2% |
| Admin fee / account holder | $7,482 | $7,079+5.7% | $5,794+29.1% | $11,596-35.5% |