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 | $189,399 | $162,781+16.4% | $133,956+41.4% | $158,922+19.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.53% | 41.94%-31.4pp | 45.09%-34.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $714 | $4,975-85.7% | $3,919-81.8% | $4,761-85.0% |
| Participant deferral / active EE | $9,104 | $5,911+54.0% | $5,048+80.4% | $5,982+52.2% |
| Admin fee / account holder | $7,857 | $11,736-33.1% | $8,927-12.0% | $11,246-30.1% |