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 | $125,600 | $116,175+8.1% | $93,606+34.2% | $152,861-17.8% |
| Participation rate | 95.8% | 78.0%+17.8pp | 75.8%+20.0pp | 82.4%+13.4pp |
| Annual return | 21.00% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $418 | $3,218-87.0% | $2,718-84.6% | $4,762-91.2% |
| Participant deferral / active EE | $5,997 | $4,603+30.3% | $4,069+47.4% | $5,850+2.5% |
| Admin fee / account holder | $2,294 | $10,748-78.7% | $7,888-70.9% | $11,596-80.2% |