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 | $175,471 | $118,450+48.1% | $98,439+78.3% | $139,434+25.8% |
| Participation rate | 78.6% | 77.4%+1.1pp | 75.2%+3.4pp | 80.3%-1.7pp |
| Annual return | 16.00% | 18.94%-2.9pp | 21.16%-5.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $360 | $3,609-90.0% | $3,048-88.2% | $4,751-92.4% |
| Participant deferral / active EE | $2,400 | $5,392-55.5% | $4,738-49.3% | $6,710-64.2% |
| Admin fee / account holder | $2,042 | $14,026-85.4% | $8,948-77.2% | $11,403-82.1% |