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 | $190,466 | $116,175+63.9% | $93,606+103.5% | $152,861+24.6% |
| Participation rate | 78.9% | 78.0%+0.9pp | 75.8%+3.1pp | 82.4%-3.5pp |
| Annual return | 21.04% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $416 | $3,218-87.1% | $2,718-84.7% | $4,762-91.3% |
| Participant deferral / active EE | $4,325 | $4,603-6.0% | $4,069+6.3% | $5,850-26.1% |
| Admin fee / account holder | $577 | $10,748-94.6% | $7,888-92.7% | $11,596-95.0% |