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 | $141,039 | $140,940+0.1% | $112,229+25.7% | $139,434+1.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.69% | 32.71%-17.0pp | 30.20%-14.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | -$1,569 | $4,283-136.6% | $3,430-145.7% | $4,751-133.0% |
| Participant deferral / active EE | $7,783 | $5,874+32.5% | $4,798+62.2% | $6,710+16.0% |
| Admin fee / account holder | $576 | $9,954-94.2% | $7,748-92.6% | $11,403-94.9% |