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 | $172,880 | $149,734+15.5% | $118,925+45.4% | $158,922+8.8% |
| Participation rate | 78.6% | 82.1%-3.5pp | 75.4%+3.2pp | 82.0%-3.4pp |
| Annual return | 12.10% | 19.95%-7.8pp | 35.88%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $260 | $4,115-93.7% | $3,263-92.0% | $4,761-94.5% |
| Participant deferral / active EE | $4,388 | $5,223-16.0% | $4,265+2.9% | $5,982-26.7% |
| Admin fee / account holder | $10,893 | $8,603+26.6% | $6,581+65.5% | $11,246-3.1% |