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 | $78,805 | $87,733-10.2% | $106,548-26.0% | $85,850-8.2% |
| Participation rate | 87.5% | 71.9%+15.6pp | 76.1%+11.4pp | 69.3%+18.2pp |
| Annual return | 24.32% | 21.86%+2.5pp | 26.80%-2.5pp | 318.53%-294.2pp |
| Employer contribution / active EE | $350 | $2,073-83.1% | $2,819-87.6% | $2,565-86.4% |
| Participant deferral / active EE | $4,576 | $3,469+31.9% | $4,398+4.0% | $3,952+15.8% |
| Admin fee / account holder | $7,674 | $6,767+13.4% | $7,407+3.6% | $6,260+22.6% |