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 | $96,837 | $117,841-17.8% | $102,423-5.5% | $145,922-33.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 25.96% | 31.65%-5.7pp | 29.32%-3.4pp | 561.29%-535.3pp |
| Employer contribution / active EE | $675 | $3,615-81.3% | $3,023-77.7% | $4,660-85.5% |
| Participant deferral / active EE | $2,767 | $5,731-51.7% | $5,053-45.2% | $6,688-58.6% |
| Admin fee / account holder | $3,560 | $13,326-73.3% | $9,451-62.3% | $13,397-73.4% |