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 | $125,297 | $100,754+24.4% | $86,677+44.6% | $134,475-6.8% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -10.35% | 29.04%-39.4pp | 35.91%-46.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $247 | $3,489-92.9% | $2,836-91.3% | $4,740-94.8% |
| Participant deferral / active EE | $2,132 | $5,338-60.1% | $4,656-54.2% | $6,400-66.7% |
| Admin fee / account holder | $3,066 | $10,926-71.9% | $7,493-59.1% | $11,426-73.2% |