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 | $119,350 | $116,175+2.7% | $93,606+27.5% | $152,861-21.9% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.4%-0.1pp |
| Annual return | 23.45% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $341 | $3,218-89.4% | $2,718-87.4% | $4,762-92.8% |
| Participant deferral / active EE | $3,248 | $4,603-29.4% | $4,069-20.2% | $5,850-44.5% |
| Admin fee / account holder | $404 | $10,748-96.2% | $7,888-94.9% | $11,596-96.5% |