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 | $123,907 | $109,413+13.2% | $156,263-20.7% | $84,808+46.1% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 17.07% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $667 | $2,907-77.1% | $4,333-84.6% | $2,631-74.6% |
| Participant deferral / active EE | $6,248 | $4,590+36.1% | $6,158+1.5% | $4,212+48.4% |
| Admin fee / account holder | $6,644 | $9,357-29.0% | $14,255-53.4% | $7,344-9.5% |