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 | $97,632 | $103,376-5.6% | $87,100+12.1% | $152,861-36.1% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 21.76% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $148 | $3,220-95.4% | $2,521-94.1% | $4,762-96.9% |
| Participant deferral / active EE | $5,453 | $4,778+14.1% | $4,049+34.7% | $5,850-6.8% |
| Admin fee / account holder | $8,255 | $12,205-32.4% | $7,497+10.1% | $11,596-28.8% |