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 | $55,317 | $124,425-55.5% | $112,040-50.6% | $137,256-59.7% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.5%+14.8pp | 80.0%+11.3pp |
| Annual return | 16.80% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $701 | $3,411-79.4% | $2,954-76.3% | $4,156-83.1% |
| Participant deferral / active EE | $2,462 | $5,718-57.0% | $5,098-51.7% | $6,407-61.6% |
| Admin fee / account holder | $1,402 | $15,207-90.8% | $12,098-88.4% | $12,270-88.6% |