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 | $84,453 | $100,773-16.2% | $88,946-5.1% | $142,382-40.7% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 34.66% | 70.18%-35.5pp | 57.82%-23.2pp | 217.08%-182.4pp |
| Employer contribution / active EE | $275 | $2,918-90.6% | $2,555-89.2% | $4,299-93.6% |
| Participant deferral / active EE | $2,755 | $5,230-47.3% | $4,581-39.9% | $6,507-57.7% |
| Admin fee / account holder | $3,049 | $9,693-68.5% | $8,261-63.1% | $12,624-75.8% |