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 | $234,969 | $92,222+154.8% | $76,768+206.1% | $135,375+73.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 13.13% | 5.46%+7.7pp | 2.43%+10.7pp | 519.73%-506.6pp |
| Employer contribution / active EE | $358 | $3,216-88.9% | $2,485-85.6% | $4,779-92.5% |
| Participant deferral / active EE | $6,295 | $4,509+39.6% | $3,852+63.5% | $5,609+12.2% |
| Admin fee / account holder | $3,567 | $10,748-66.8% | $6,675-46.6% | $10,827-67.1% |