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 | $104,646 | $162,781-35.7% | $133,956-21.9% | $158,922-34.2% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 8.15% | 41.94%-33.8pp | 45.09%-36.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $91 | $4,975-98.2% | $3,919-97.7% | $4,761-98.1% |
| Participant deferral / active EE | $5,002 | $5,911-15.4% | $5,048-0.9% | $5,982-16.4% |
| Admin fee / account holder | $1,349 | $11,736-88.5% | $8,927-84.9% | $11,246-88.0% |