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 | $155,412 | $176,812-12.1% | $146,665+6.0% | $167,490-7.2% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 12.34% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $968 | $5,160-81.2% | $4,136-76.6% | $4,837-80.0% |
| Participant deferral / active EE | $4,328 | $6,440-32.8% | $5,506-21.4% | $6,341-31.7% |
| Admin fee / account holder | $3,973 | $13,259-70.0% | $10,280-61.4% | $12,309-67.7% |