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 | $118,058 | $65,365+80.6% | $92,893+27.1% | $72,985+61.8% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 22.83% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $569 | $2,594-78.1% | $3,653-84.4% | $2,440-76.7% |
| Participant deferral / active EE | $4,573 | $3,128+46.2% | $4,236+8.0% | $3,607+26.8% |
| Admin fee / account holder | $3,618 | $4,251-14.9% | $5,794-37.6% | $5,124-29.4% |