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 | $129,920 | $93,571+38.8% | $135,903-4.4% | $75,163+72.8% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $39 | $3,537-98.9% | $4,856-99.2% | $2,670-98.5% |
| Participant deferral / active EE | $10,365 | $6,404+61.8% | $7,758+33.6% | $4,125+151.3% |
| Admin fee / account holder | $411 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |