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 | $139,754 | $131,829+6.0% | $108,579+28.7% | $273,961-49.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 13.07% | -91.57%+104.6pp | -51.70%+64.8pp | 41.45%-28.4pp |
| Employer contribution / active EE | $460 | $4,912-90.6% | $3,758-87.8% | $4,869-90.5% |
| Participant deferral / active EE | $5,236 | $5,127+2.1% | $4,311+21.5% | $5,287-1.0% |
| Admin fee / account holder | $880 | $10,252-91.4% | $7,645-88.5% | $10,132-91.3% |