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 | $220,539 | $162,781+35.5% | $133,956+64.6% | $158,922+38.8% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 17.14% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $530 | $4,975-89.3% | $3,919-86.5% | $4,761-88.9% |
| Participant deferral / active EE | $3,184 | $5,911-46.1% | $5,048-36.9% | $5,982-46.8% |
| Admin fee / account holder | $10,951 | $11,736-6.7% | $8,927+22.7% | $11,246-2.6% |