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 | $114,199 | $108,825+4.9% | $156,181-26.9% | $82,448+38.5% |
| Participation rate | 84.8% | 72.4%+12.4pp | 78.8%+6.0pp | 68.1%+16.7pp |
| Annual return | 18.17% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $372 | $2,870-87.1% | $4,294-91.3% | $2,551-85.4% |
| Participant deferral / active EE | $3,883 | $4,577-15.2% | $6,132-36.7% | $4,139-6.2% |
| Admin fee / account holder | $342 | $9,341-96.3% | $14,586-97.7% | $7,234-95.3% |