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 | $201,259-13.7% | $184,200-5.7% | $145,959+19.0% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 11.48% | 28.98%-17.5pp | 28.80%-17.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,197 | $7,018-82.9% | $6,424-81.4% | $4,661-74.3% |
| Participant deferral / active EE | $13,666 | $9,806+39.4% | $9,132+49.7% | $6,689+104.3% |
| Admin fee / account holder | $4,721 | $16,372-71.2% | $13,907-66.1% | $13,398-64.8% |