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 | $91,749 | $91,552+0.2% | $133,956-31.5% | $79,858+14.9% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 15.61% | 61.85%-46.2pp | 45.09%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $354 | $2,384-85.2% | $3,919-91.0% | $2,471-85.7% |
| Participant deferral / active EE | $5,788 | $3,733+55.0% | $5,048+14.7% | $3,740+54.8% |
| Admin fee / account holder | $2,777 | $6,321-56.1% | $8,927-68.9% | $5,306-47.7% |