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 | $190,493 | $166,020+14.7% | $164,866+15.5% | $145,959+30.5% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 11.10% | 100.08%-89.0pp | 69.97%-58.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $350 | $5,275-93.4% | $4,343-91.9% | $4,661-92.5% |
| Participant deferral / active EE | $2,518 | $6,961-63.8% | $6,033-58.3% | $6,689-62.4% |
| Admin fee / account holder | $4,705 | $16,644-71.7% | $12,689-62.9% | $13,398-64.9% |