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 | $116,563 | $103,376+12.8% | $87,100+33.8% | $152,861-23.7% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 24.84% | 28.10%-3.3pp | 28.19%-3.4pp | 345.32%-320.5pp |
| Employer contribution / active EE | $626 | $3,220-80.6% | $2,521-75.2% | $4,762-86.9% |
| Participant deferral / active EE | $8,588 | $4,778+79.7% | $4,049+112.1% | $5,850+46.8% |
| Admin fee / account holder | $401 | $12,205-96.7% | $7,497-94.6% | $11,596-96.5% |