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 | $114,636 | $176,812-35.2% | $146,665-21.8% | $167,490-31.6% |
| Participation rate | 82.6% | 83.6%-1.0pp | 80.1%+2.5pp | 82.1%+0.5pp |
| Annual return | 11.21% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $439 | $5,160-91.5% | $4,136-89.4% | $4,837-90.9% |
| Participant deferral / active EE | $5,060 | $6,440-21.4% | $5,506-8.1% | $6,341-20.2% |
| Admin fee / account holder | $8,492 | $13,259-36.0% | $10,280-17.4% | $12,309-31.0% |