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 8-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 | $150,804 | $124,425+21.2% | $112,040+34.6% | $137,256+9.9% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 10.29% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $679 | $3,411-80.1% | $2,954-77.0% | $4,156-83.7% |
| Participant deferral / active EE | $4,552 | $5,718-20.4% | $5,098-10.7% | $6,407-29.0% |
| Admin fee / account holder | $801 | $15,207-94.7% | $12,098-93.4% | $12,270-93.5% |