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 | $41,711 | $91,037-54.2% | $71,671-41.8% | $147,584-71.7% |
| Participation rate | 77.3% | 76.1%+1.2pp | 68.7%+8.5pp | 82.8%-5.6pp |
| Annual return | 19.01% | 20.48%-1.5pp | 20.65%-1.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $299 | $3,327-91.0% | $2,460-87.8% | $4,876-93.9% |
| Participant deferral / active EE | $1,851 | $4,498-58.9% | $3,438-46.2% | $5,439-66.0% |
| Admin fee / account holder | $1,428 | $8,613-83.4% | $5,558-74.3% | $10,885-86.9% |