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 | $205,442 | $167,484+22.7% | $151,611+35.5% | $134,475+52.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.78% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,355 | $6,829-80.2% | $6,166-78.0% | $4,740-71.4% |
| Participant deferral / active EE | $8,375 | $8,986-6.8% | $8,363+0.1% | $6,400+30.9% |
| Admin fee / account holder | $5,343 | $13,783-61.2% | $11,616-54.0% | $11,426-53.2% |