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 | $110,777 | $181,894-39.1% | $156,549-29.2% | $273,961-59.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 10.58% | 30.74%-20.2pp | 32.23%-21.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,183 | $6,248-81.1% | $5,501-78.5% | $4,869-75.7% |
| Participant deferral / active EE | $4,014 | $5,550-27.7% | $4,871-17.6% | $5,287-24.1% |
| Admin fee / account holder | $36,754 | $15,559+136.2% | $13,027+182.1% | $10,132+262.7% |