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 | $105,014 | $103,376+1.6% | $87,100+20.6% | $152,861-31.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 21.36% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $477 | $3,220-85.2% | $2,521-81.1% | $4,762-90.0% |
| Participant deferral / active EE | $3,696 | $4,778-22.6% | $4,049-8.7% | $5,850-36.8% |
| Admin fee / account holder | $1,074 | $12,205-91.2% | $7,497-85.7% | $11,596-90.7% |