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 9-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 | $181,564 | $111,301+63.1% | $112,977+60.7% | $158,922+14.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 16.71% | 26.40%-9.7pp | 24.24%-7.5pp | 302.83%-286.1pp |
| Employer contribution / active EE | $676 | $4,471-84.9% | $4,255-84.1% | $4,761-85.8% |
| Participant deferral / active EE | $13,843 | $5,880+135.4% | $5,836+137.2% | $5,982+131.4% |
| Admin fee / account holder | $1,032 | $8,392-87.7% | $6,294-83.6% | $11,246-90.8% |