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 | $175,425 | $86,286+103.3% | $111,297+57.6% | $85,850+104.3% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 15.38% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $424 | $2,043-79.2% | $2,731-84.5% | $2,565-83.5% |
| Participant deferral / active EE | $2,742 | $3,641-24.7% | $4,487-38.9% | $3,952-30.6% |
| Admin fee / account holder | $5,849 | $8,188-28.6% | $7,964-26.6% | $6,260-6.6% |