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 | $52,190 | $89,753-41.9% | $107,525-51.5% | $84,808-38.5% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 18.16% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $718 | $3,113-76.9% | $3,754-80.9% | $2,631-72.7% |
| Participant deferral / active EE | $5,464 | $4,056+34.7% | $5,116+6.8% | $4,212+29.7% |
| Admin fee / account holder | $1,725 | $7,222-76.1% | $8,919-80.7% | $7,344-76.5% |