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 | $104,260 | $116,175-10.3% | $93,606+11.4% | $152,861-31.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 25.49% | 35.96%-10.5pp | 32.76%-7.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $517 | $3,218-83.9% | $2,718-81.0% | $4,762-89.1% |
| Participant deferral / active EE | $3,272 | $4,603-28.9% | $4,069-19.6% | $5,850-44.1% |
| Admin fee / account holder | $4,770 | $10,748-55.6% | $7,888-39.5% | $11,596-58.9% |