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 | $91,552 | $154,117-40.6% | $129,995-29.6% | $139,434-34.3% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 13.53% | 32.48%-18.9pp | -137.18%+150.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $775 | $5,289-85.4% | $4,320-82.1% | $4,751-83.7% |
| Participant deferral / active EE | $7,114 | $6,710+6.0% | $5,820+22.2% | $6,710+6.0% |
| Admin fee / account holder | $1,742 | $14,007-87.6% | $10,614-83.6% | $11,403-84.7% |