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 | $80,353 | $86,286-6.9% | $111,297-27.8% | $85,850-6.4% |
| Participation rate | 82.5% | 73.3%+9.2pp | 77.3%+5.2pp | 69.3%+13.2pp |
| Annual return | 15.76% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $347 | $2,043-83.0% | $2,731-87.3% | $2,565-86.5% |
| Participant deferral / active EE | $4,865 | $3,641+33.6% | $4,487+8.4% | $3,952+23.1% |
| Admin fee / account holder | $959 | $8,188-88.3% | $7,964-88.0% | $6,260-84.7% |