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 | $61,760 | $127,386-51.5% | $115,037-46.3% | $125,391-50.7% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $299 | $5,166-94.2% | $4,608-93.5% | $4,866-93.9% |
| Participant deferral / active EE | $13,512 | $6,423+110.4% | $6,026+124.2% | $5,352+152.5% |
| Admin fee / account holder | $576 | $9,516-94.0% | $8,175-93.0% | $9,540-94.0% |