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 | $212,370 | $99,877+112.6% | $84,966+149.9% | $145,922+45.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.06% | 83.76%-71.7pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $239 | $3,231-92.6% | $2,727-91.2% | $4,660-94.9% |
| Participant deferral / active EE | $10,111 | $5,291+91.1% | $4,519+123.7% | $6,688+51.2% |
| Admin fee / account holder | $5,355 | $7,248-26.1% | $6,149-12.9% | $13,397-60.0% |