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 | $59,649 | $99,341-40.0% | $84,750-29.6% | $273,961-78.2% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 5.87% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $516 | $4,214-87.8% | $3,574-85.6% | $4,869-89.4% |
| Participant deferral / active EE | $2,756 | $4,269-35.4% | $3,712-25.7% | $5,287-47.9% |
| Admin fee / account holder | $590 | $6,644-91.1% | $5,332-88.9% | $10,132-94.2% |