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 | $74,060 | $110,257-32.8% | $96,544-23.3% | $139,434-46.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 14.22% | 26.32%-12.1pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $377 | $3,620-89.6% | $2,965-87.3% | $4,751-92.1% |
| Participant deferral / active EE | $3,713 | $5,548-33.1% | $4,851-23.5% | $6,710-44.7% |
| Admin fee / account holder | $958 | $11,591-91.7% | $8,252-88.4% | $11,403-91.6% |