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 | $80,131 | $176,812-54.7% | $146,665-45.4% | $167,490-52.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 29.27% | 24.03%+5.2pp | 22.74%+6.5pp | 478.56%-449.3pp |
| Employer contribution / active EE | $526 | $5,160-89.8% | $4,136-87.3% | $4,837-89.1% |
| Participant deferral / active EE | $3,638 | $6,440-43.5% | $5,506-33.9% | $6,341-42.6% |
| Admin fee / account holder | $23,970 | $13,259+80.8% | $10,280+133.2% | $12,309+94.7% |