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 | $57,201 | $214,378-73.3% | $200,582-71.5% | $142,382-59.8% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 16.00% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,186 | $6,841-82.7% | $6,419-81.5% | $4,299-72.4% |
| Participant deferral / active EE | $9,946 | $9,865+0.8% | $9,331+6.6% | $6,507+52.8% |
| Admin fee / account holder | $3,245 | $17,692-81.7% | $16,305-80.1% | $12,624-74.3% |