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 | $172,365 | $162,781+5.9% | $133,956+28.7% | $158,922+8.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.21% | 41.94%-31.7pp | 45.09%-34.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $582 | $4,975-88.3% | $3,919-85.1% | $4,761-87.8% |
| Participant deferral / active EE | $5,815 | $5,911-1.6% | $5,048+15.2% | $5,982-2.8% |
| Admin fee / account holder | $5,869 | $11,736-50.0% | $8,927-34.3% | $11,246-47.8% |