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 8-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 | $150,804 | $127,065+18.7% | $113,168+33.3% | $142,382+5.9% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 10.29% | 24.03%-13.7pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $679 | $3,442-80.3% | $2,975-77.2% | $4,299-84.2% |
| Participant deferral / active EE | $4,552 | $5,716-20.4% | $5,107-10.9% | $6,507-30.1% |
| Admin fee / account holder | $801 | $15,736-94.9% | $12,068-93.4% | $12,624-93.7% |