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 | $192,816 | $106,515+81.0% | $96,683+99.4% | $139,434+38.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.91% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $307 | $4,103-92.5% | $3,737-91.8% | $4,751-93.5% |
| Participant deferral / active EE | $8,974 | $5,454+64.5% | $4,878+84.0% | $6,710+33.7% |
| Admin fee / account holder | $25,408 | $7,877+222.6% | $6,730+277.6% | $11,403+122.8% |