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 | $230,475 | $117,983+95.3% | $101,794+126.4% | $142,382+61.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.56% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $415 | $2,773-85.0% | $2,289-81.9% | $4,299-90.3% |
| Participant deferral / active EE | $10,065 | $4,714+113.5% | $4,084+146.5% | $6,507+54.7% |
| Admin fee / account holder | $4,588 | $10,433-56.0% | $8,777-47.7% | $12,624-63.7% |