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 | $168,452 | $183,592-8.2% | $155,567+8.3% | $145,959+15.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.86% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $823 | $5,315-84.5% | $4,674-82.4% | $4,661-82.4% |
| Participant deferral / active EE | $4,249 | $6,464-34.3% | $5,628-24.5% | $6,689-36.5% |
| Admin fee / account holder | $1,072 | $19,318-94.5% | $15,916-93.3% | $13,398-92.0% |