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 | $167,264 | $124,425+34.4% | $112,040+49.3% | $137,256+21.9% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 13.92% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $581 | $3,411-83.0% | $2,954-80.3% | $4,156-86.0% |
| Participant deferral / active EE | $3,771 | $5,718-34.0% | $5,098-26.0% | $6,407-41.1% |
| Admin fee / account holder | $3,292 | $15,207-78.4% | $12,098-72.8% | $12,270-73.2% |