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 | $163,797 | $106,515+53.8% | $96,683+69.4% | $139,434+17.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.04% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $521 | $4,103-87.3% | $3,737-86.1% | $4,751-89.0% |
| Participant deferral / active EE | $2,216 | $5,454-59.4% | $4,878-54.6% | $6,710-67.0% |
| Admin fee / account holder | $22,948 | $7,877+191.3% | $6,730+241.0% | $11,403+101.3% |