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 | $249,471 | $162,781+53.3% | $133,956+86.2% | $158,922+57.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 8.90% | 41.94%-33.0pp | 45.09%-36.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $532 | $4,975-89.3% | $3,919-86.4% | $4,761-88.8% |
| Participant deferral / active EE | $3,603 | $5,911-39.0% | $5,048-28.6% | $5,982-39.8% |
| Admin fee / account holder | $13,822 | $11,736+17.8% | $8,927+54.8% | $11,246+22.9% |