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 | $141,794 | $185,822-23.7% | $169,993-16.6% | $139,434+1.7% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 21.56% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,305 | $7,590-82.8% | $6,785-80.8% | $4,751-72.5% |
| Participant deferral / active EE | $15,651 | $11,622+34.7% | $10,408+50.4% | $6,710+133.2% |
| Admin fee / account holder | $405 | $15,381-97.4% | $12,815-96.8% | $11,403-96.5% |