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 | $26,215 | $154,117-83.0% | $129,995-79.8% | $139,434-81.2% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 20.90% | 32.48%-11.6pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $663 | $5,289-87.5% | $4,320-84.7% | $4,751-86.1% |
| Participant deferral / active EE | $2,563 | $6,710-61.8% | $5,820-56.0% | $6,710-61.8% |
| Admin fee / account holder | $317 | $14,007-97.7% | $10,614-97.0% | $11,403-97.2% |