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 | $109,263 | $117,381-6.9% | $99,443+9.9% | $152,861-28.5% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.4%+8.5pp |
| Annual return | 22.24% | 31.87%-9.6pp | 30.72%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $130 | $3,013-95.7% | $2,540-94.9% | $4,762-97.3% |
| Participant deferral / active EE | $1,917 | $4,086-53.1% | $3,619-47.0% | $5,850-67.2% |
| Admin fee / account holder | $2,435 | $7,631-68.1% | $6,250-61.0% | $11,596-79.0% |