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 | $122,254 | $85,766+42.5% | $136,294-10.3% | $70,131+74.3% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 16.86% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $111 | $2,966-96.3% | $4,695-97.6% | $2,342-95.3% |
| Participant deferral / active EE | $5,321 | $5,051+5.3% | $6,247-14.8% | $3,332+59.7% |
| Admin fee / account holder | $3,145 | $5,420-42.0% | $9,243-66.0% | $4,645-32.3% |