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 | $82,095 | $91,190-10.0% | $178,490-54.0% | $79,858+2.8% |
| Participation rate | 72.1% | 69.2%+2.9pp | 81.9%-9.8pp | 69.6%+2.5pp |
| Annual return | 17.68% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $256 | $3,256-92.2% | $5,011-94.9% | $2,471-89.7% |
| Participant deferral / active EE | $3,203 | $3,236-1.0% | $5,202-38.4% | $3,740-14.4% |
| Admin fee / account holder | $588 | $6,751-91.3% | $13,984-95.8% | $5,306-88.9% |