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 | $79,354 | $127,386-37.7% | $115,037-31.0% | $125,391-36.7% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | 1.85% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $409 | $5,166-92.1% | $4,608-91.1% | $4,866-91.6% |
| Participant deferral / active EE | $3,237 | $6,423-49.6% | $6,026-46.3% | $5,352-39.5% |
| Admin fee / account holder | $16,427 | $9,516+72.6% | $8,175+100.9% | $9,540+72.2% |