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 | $143,038 | $111,814+27.9% | $103,374+38.4% | $145,959-2.0% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 26.50% | 24.77%+1.7pp | 24.89%+1.6pp | 561.95%-535.5pp |
| Employer contribution / active EE | $706 | $4,214-83.2% | $3,869-81.8% | $4,661-84.9% |
| Participant deferral / active EE | $3,630 | $5,618-35.4% | $5,058-28.2% | $6,689-45.7% |
| Admin fee / account holder | $3,079 | $9,754-68.4% | $8,394-63.3% | $13,398-77.0% |