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 | $122,746 | $109,359+12.2% | $162,163-24.3% | $72,985+68.2% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.6%+3.7pp | 69.5%+21.8pp |
| Annual return | 24.83% | 25.46%-0.6pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $529 | $3,907-86.5% | $5,614-90.6% | $2,440-78.3% |
| Participant deferral / active EE | $5,832 | $5,481+6.4% | $7,298-20.1% | $3,607+61.7% |
| Admin fee / account holder | $3,093 | $7,972-61.2% | $10,843-71.5% | $5,124-39.6% |