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 | $98,003 | $98,240-0.2% | $82,313+19.1% | $147,584-33.6% |
| Participation rate | 73.7% | 79.7%-6.0pp | 76.9%-3.2pp | 82.8%-9.1pp |
| Annual return | 17.67% | 30.85%-13.2pp | 25.88%-8.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $526 | $3,192-83.5% | $2,428-78.4% | $4,876-89.2% |
| Participant deferral / active EE | $2,375 | $4,383-45.8% | $3,706-35.9% | $5,439-56.3% |
| Admin fee / account holder | $320 | $8,563-96.3% | $5,608-94.3% | $10,885-97.1% |