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 | $85,665 | $93,571-8.4% | $135,903-37.0% | $75,163+14.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 19.80% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $569 | $3,537-83.9% | $4,856-88.3% | $2,670-78.7% |
| Participant deferral / active EE | $10,950 | $6,404+71.0% | $7,758+41.2% | $4,125+165.5% |
| Admin fee / account holder | $4,598 | $6,975-34.1% | $10,762-57.3% | $5,651-18.6% |