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 | $127,591 | $162,781-21.6% | $133,956-4.8% | $158,922-19.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.56% | 41.94%-21.4pp | 45.09%-24.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $719 | $4,975-85.6% | $3,919-81.7% | $4,761-84.9% |
| Participant deferral / active EE | $5,259 | $5,911-11.0% | $5,048+4.2% | $5,982-12.1% |
| Admin fee / account holder | $6,136 | $11,736-47.7% | $8,927-31.3% | $11,246-45.4% |