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 | $182,666 | $183,519-0.5% | $155,509+17.5% | $145,922+25.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 43.28% | 61.17%-17.9pp | 64.67%-21.4pp | 561.29%-518.0pp |
| Employer contribution / active EE | $829 | $5,313-84.4% | $4,672-82.3% | $4,660-82.2% |
| Participant deferral / active EE | $6,583 | $6,462+1.9% | $5,626+17.0% | $6,688-1.6% |
| Admin fee / account holder | $2,357 | $19,313-87.8% | $15,912-85.2% | $13,397-82.4% |