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 | $226,353 | $110,257+105.3% | $96,544+134.5% | $139,434+62.3% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.7pp | 80.3%-8.1pp |
| Annual return | 9.93% | 26.32%-16.4pp | 25.84%-15.9pp | 372.94%-363.0pp |
| Employer contribution / active EE | $403 | $3,620-88.9% | $2,965-86.4% | $4,751-91.5% |
| Participant deferral / active EE | $6,383 | $5,548+15.1% | $4,851+31.6% | $6,710-4.9% |
| Admin fee / account holder | $55,166 | $11,591+375.9% | $8,252+568.5% | $11,403+383.8% |