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 | $106,055 | $171,164-38.0% | $127,761-17.0% | $152,861-30.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 19.02% | 23.54%-4.5pp | 26.14%-7.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,103 | $5,447-79.8% | $4,574-75.9% | $4,762-76.8% |
| Participant deferral / active EE | $3,242 | $7,038-53.9% | $6,021-46.2% | $5,850-44.6% |
| Admin fee / account holder | $761 | $14,530-94.8% | $9,395-91.9% | $11,596-93.4% |