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 | $47,054 | $79,944-41.1% | $98,439-52.2% | $75,163-37.4% |
| Participation rate | 94.9% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.7pp |
| Annual return | 16.33% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $371 | $2,264-83.6% | $3,048-87.8% | $2,670-86.1% |
| Participant deferral / active EE | $2,144 | $3,752-42.9% | $4,738-54.7% | $4,125-48.0% |
| Admin fee / account holder | $1,472 | $6,840-78.5% | $8,948-83.6% | $5,651-74.0% |