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 | $76,902 | $106,515-27.8% | $96,683-20.5% | $139,434-44.8% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 15.84% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $455 | $4,103-88.9% | $3,737-87.8% | $4,751-90.4% |
| Participant deferral / active EE | $3,625 | $5,454-33.5% | $4,878-25.7% | $6,710-46.0% |
| Admin fee / account holder | $1,628 | $7,877-79.3% | $6,730-75.8% | $11,403-85.7% |