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 | $95,453 | $104,251-8.4% | $91,001+4.9% | $147,584-35.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 17.46% | 27.06%-9.6pp | 4.60%+12.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $385 | $3,116-87.6% | $2,456-84.3% | $4,876-92.1% |
| Participant deferral / active EE | $3,856 | $4,195-8.1% | $3,547+8.7% | $5,439-29.1% |
| Admin fee / account holder | $331 | $8,948-96.3% | $5,417-93.9% | $10,885-97.0% |