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 | $86,829 | $106,515-18.5% | $96,683-10.2% | $139,434-37.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.47% | 38.43%-19.0pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $706 | $4,103-82.8% | $3,737-81.1% | $4,751-85.1% |
| Participant deferral / active EE | $3,211 | $5,454-41.1% | $4,878-34.2% | $6,710-52.2% |
| Admin fee / account holder | $929 | $7,877-88.2% | $6,730-86.2% | $11,403-91.9% |