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 8-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 | $173,703 | $201,272-13.7% | $184,203-5.7% | $145,922+19.0% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 11.48% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,197 | $7,022-83.0% | $6,427-81.4% | $4,660-74.3% |
| Participant deferral / active EE | $13,666 | $9,806+39.4% | $9,131+49.7% | $6,688+104.4% |
| Admin fee / account holder | $4,721 | $16,364-71.2% | $13,901-66.0% | $13,397-64.8% |