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 | $245,864 | $162,781+51.0% | $133,956+83.5% | $158,922+54.7% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 11.28% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $279 | $4,975-94.4% | $3,919-92.9% | $4,761-94.1% |
| Participant deferral / active EE | $5,586 | $5,911-5.5% | $5,048+10.7% | $5,982-6.6% |
| Admin fee / account holder | $21,120 | $11,736+80.0% | $8,927+136.6% | $11,246+87.8% |