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 | $66,180 | $104,251-36.5% | $91,001-27.3% | $147,584-55.2% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.6%+15.7pp | 82.8%+8.5pp |
| Annual return | 17.33% | 27.06%-9.7pp | 4.60%+12.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,919 | $4,195-6.6% | $3,547+10.5% | $5,439-27.9% |
| Admin fee / account holder | $10,374 | $8,948+15.9% | $5,417+91.5% | $10,885-4.7% |