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 | $100,722 | $178,174-43.5% | $156,181-35.5% | $137,256-26.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 10.85% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $567 | $4,972-88.6% | $4,294-86.8% | $4,156-86.4% |
| Participant deferral / active EE | $2,424 | $6,888-64.8% | $6,132-60.5% | $6,407-62.2% |
| Admin fee / account holder | $429 | $17,404-97.5% | $14,586-97.1% | $12,270-96.5% |