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 | $113,267 | $98,750+14.7% | $149,696-24.3% | $79,858+41.8% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 15.97% | 27.43%-11.5pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $412 | $3,216-87.2% | $4,644-91.1% | $2,471-83.3% |
| Participant deferral / active EE | $6,074 | $5,680+6.9% | $6,842-11.2% | $3,740+62.4% |
| Admin fee / account holder | $9,101 | $6,053+50.4% | $9,309-2.2% | $5,306+71.5% |