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 | $203,815 | $167,307+21.8% | $143,757+41.8% | $134,475+51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.30% | 0.46%-5.8pp | -0.04%-5.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $882 | $5,619-84.3% | $4,951-82.2% | $4,740-81.4% |
| Participant deferral / active EE | $7,167 | $6,446+11.2% | $5,637+27.1% | $6,400+12.0% |
| Admin fee / account holder | $1,816 | $18,088-90.0% | $14,673-87.6% | $11,426-84.1% |