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 | $147,700 | $124,319+18.8% | $111,297+32.7% | $167,490-11.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 17.19% | 37.44%-20.2pp | 54.65%-37.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $203 | $3,435-94.1% | $2,731-92.6% | $4,837-95.8% |
| Participant deferral / active EE | $6,290 | $5,180+21.4% | $4,487+40.2% | $6,341-0.8% |
| Admin fee / account holder | $8,063 | $10,618-24.1% | $7,964+1.2% | $12,309-34.5% |