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 | $65,418 | $176,812-63.0% | $146,665-55.4% | $167,490-60.9% |
| Participation rate | 73.9% | 83.6%-9.7pp | 80.1%-6.2pp | 82.1%-8.2pp |
| Annual return | 12.66% | 24.03%-11.4pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $501 | $5,160-90.3% | $4,136-87.9% | $4,837-89.6% |
| Participant deferral / active EE | $3,733 | $6,440-42.0% | $5,506-32.2% | $6,341-41.1% |
| Admin fee / account holder | $1,536 | $13,259-88.4% | $10,280-85.1% | $12,309-87.5% |