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 | $110,485 | $97,044+13.9% | $83,333+32.6% | $135,375-18.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | 9.96% | 12.31%-2.3pp | 10.63%-0.7pp | 519.73%-509.8pp |
| Employer contribution / active EE | $395 | $4,143-90.5% | $3,379-88.3% | $4,779-91.7% |
| Participant deferral / active EE | $2,961 | $5,964-50.4% | $5,565-46.8% | $5,609-47.2% |
| Admin fee / account holder | $789 | $8,380-90.6% | $7,510-89.5% | $10,827-92.7% |