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 | $206,288 | $152,587+35.2% | $125,175+64.8% | $152,861+35.0% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 23.89% | 54.84%-30.9pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $673 | $4,946-86.4% | $3,865-82.6% | $4,762-85.9% |
| Participant deferral / active EE | $2,847 | $5,868-51.5% | $4,937-42.3% | $5,850-51.3% |
| Admin fee / account holder | $847 | $13,434-93.7% | $9,702-91.3% | $11,596-92.7% |