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 | $178,182 | $127,777+39.4% | $106,548+67.2% | $167,490+6.4% |
| Participation rate | 95.5% | 78.3%+17.2pp | 76.1%+19.3pp | 82.1%+13.3pp |
| Annual return | 13.59% | 33.87%-20.3pp | 26.80%-13.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $495 | $3,427-85.6% | $2,819-82.4% | $4,837-89.8% |
| Participant deferral / active EE | $6,992 | $5,087+37.5% | $4,398+59.0% | $6,341+10.3% |
| Admin fee / account holder | $12,796 | $11,228+14.0% | $7,407+72.8% | $12,309+4.0% |