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 | $166,697 | $162,781+2.4% | $133,956+24.4% | $158,922+4.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 11.73% | 41.94%-30.2pp | 45.09%-33.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $711 | $4,975-85.7% | $3,919-81.9% | $4,761-85.1% |
| Participant deferral / active EE | $8,504 | $5,911+43.9% | $5,048+68.5% | $5,982+42.2% |
| Admin fee / account holder | $311 | $11,736-97.3% | $8,927-96.5% | $11,246-97.2% |