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 | $129,448 | $127,065+1.9% | $113,168+14.4% | $142,382-9.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 15.82% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.3pp |
| Employer contribution / active EE | $649 | $3,442-81.1% | $2,975-78.2% | $4,299-84.9% |
| Participant deferral / active EE | $4,259 | $5,716-25.5% | $5,107-16.6% | $6,507-34.5% |
| Admin fee / account holder | $1,643 | $15,736-89.6% | $12,068-86.4% | $12,624-87.0% |