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 | $157,885 | $91,552+72.5% | $133,956+17.9% | $79,858+97.7% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.6%+14.6pp |
| Annual return | 13.40% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $382 | $2,384-84.0% | $3,919-90.2% | $2,471-84.5% |
| Participant deferral / active EE | $5,373 | $3,733+43.9% | $5,048+6.5% | $3,740+43.7% |
| Admin fee / account holder | $10,309 | $6,321+63.1% | $8,927+15.5% | $5,306+94.3% |