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 | $124,396 | $99,918+24.5% | $81,382+52.9% | $145,922-14.8% |
| Participation rate | 87.0% | 74.2%+12.8pp | 69.5%+17.5pp | 80.3%+6.7pp |
| Annual return | 10.20% | 34.32%-24.1pp | 24.73%-14.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $208 | $2,978-93.0% | $2,463-91.6% | $4,660-95.5% |
| Participant deferral / active EE | $1,758 | $4,605-61.8% | $3,883-54.7% | $6,688-73.7% |
| Admin fee / account holder | $1,615 | $8,212-80.3% | $5,768-72.0% | $13,397-87.9% |