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 | $56,829 | $97,744-41.9% | $103,476-45.1% | $145,922-61.1% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 21.12% | 25.41%-4.3pp | 23.90%-2.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,074 | $4,677-77.0% | $4,672-77.0% | $4,660-76.9% |
| Participant deferral / active EE | $4,483 | $6,603-32.1% | $6,623-32.3% | $6,688-33.0% |
| Admin fee / account holder | $6,835 | $12,515-45.4% | $9,413-27.4% | $13,397-49.0% |