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 | $117,743 | $179,726-34.5% | $156,263-24.7% | $142,382-17.3% |
| Participation rate | 72.2% | 82.1%-9.9pp | 78.9%-6.7pp | 80.1%-7.9pp |
| Annual return | 17.24% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $972 | $5,069-80.8% | $4,333-77.6% | $4,299-77.4% |
| Participant deferral / active EE | $5,448 | $6,956-21.7% | $6,158-11.5% | $6,507-16.3% |
| Admin fee / account holder | $13,220 | $17,272-23.5% | $14,255-7.3% | $12,624+4.7% |