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 | $62,123 | $72,492-14.3% | $87,100-28.7% | $72,985-14.9% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 31.97% | 24.46%+7.5pp | 28.19%+3.8pp | 81.00%-49.0pp |
| Employer contribution / active EE | $222 | $1,894-88.3% | $2,521-91.2% | $2,440-90.9% |
| Participant deferral / active EE | $8,887 | $3,270+171.8% | $4,049+119.5% | $3,607+146.4% |
| Admin fee / account holder | $3,856 | $5,055-23.7% | $7,497-48.6% | $5,124-24.8% |