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 | $74,153 | $67,411+10.0% | $91,001-18.5% | $70,131+5.7% |
| Participation rate | 72.9% | 71.4%+1.6pp | 75.6%-2.7pp | 69.5%+3.4pp |
| Annual return | 19.72% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $236 | $1,786-86.8% | $2,456-90.4% | $2,342-89.9% |
| Participant deferral / active EE | $5,117 | $2,823+81.3% | $3,547+44.2% | $3,332+53.6% |
| Admin fee / account holder | $5,077 | $4,236+19.8% | $5,417-6.3% | $4,645+9.3% |