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 | $151,108 | $154,117-2.0% | $129,995+16.2% | $139,434+8.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.71% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $876 | $5,289-83.4% | $4,320-79.7% | $4,751-81.6% |
| Participant deferral / active EE | $6,295 | $6,710-6.2% | $5,820+8.2% | $6,710-6.2% |
| Admin fee / account holder | $32,853 | $14,007+134.6% | $10,614+209.5% | $11,403+188.1% |