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 | $110,808 | $135,952-18.5% | $123,892-10.6% | $273,961-59.6% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 9.47% | 56.63%-47.2pp | 47.52%-38.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5 | $5,170-99.9% | $4,617-99.9% | $4,869-99.9% |
| Participant deferral / active EE | $7,511 | $6,343+18.4% | $5,984+25.5% | $5,287+42.1% |
| Admin fee / account holder | $3,483 | $9,817-64.5% | $8,357-58.3% | $10,132-65.6% |