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 | $52,075 | $116,175-55.2% | $93,606-44.4% | $152,861-65.9% |
| Participation rate | 84.2% | 78.0%+6.2pp | 75.8%+8.4pp | 82.4%+1.8pp |
| Annual return | 23.35% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $106 | $3,218-96.7% | $2,718-96.1% | $4,762-97.8% |
| Participant deferral / active EE | $2,128 | $4,603-53.8% | $4,069-47.7% | $5,850-63.6% |
| Admin fee / account holder | $1,367 | $10,748-87.3% | $7,888-82.7% | $11,596-88.2% |