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 | $167,728 | $162,781+3.0% | $133,956+25.2% | $158,922+5.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 15.05% | 41.94%-26.9pp | 45.09%-30.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $816 | $4,975-83.6% | $3,919-79.2% | $4,761-82.9% |
| Participant deferral / active EE | $5,505 | $5,911-6.9% | $5,048+9.1% | $5,982-8.0% |
| Admin fee / account holder | $27,228 | $11,736+132.0% | $8,927+205.0% | $11,246+142.1% |