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 | $29,737 | $110,261-73.0% | $95,745-68.9% | $139,434-78.7% |
| Participation rate | 88.2% | 75.8%+12.5pp | 72.3%+16.0pp | 80.3%+7.9pp |
| Annual return | 20.56% | 27.11%-6.6pp | 28.35%-7.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,218 | $4,676+118.5% | $4,245+140.7% | $6,710+52.3% |
| Admin fee / account holder | $1,421 | $6,613-78.5% | $5,678-75.0% | $11,403-87.5% |