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 | $154,625 | $80,968+91.0% | $96,544+60.2% | $75,163+105.7% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 17.24% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $560 | $2,282-75.4% | $2,965-81.1% | $2,670-79.0% |
| Participant deferral / active EE | $4,614 | $3,928+17.5% | $4,851-4.9% | $4,125+11.9% |
| Admin fee / account holder | $775 | $6,724-88.5% | $8,252-90.6% | $5,651-86.3% |