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 | $59,262 | $102,828-42.4% | $105,387-43.8% | $152,861-61.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.67% | 20.85%-5.2pp | 26.82%-11.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $472 | $4,473-89.4% | $4,213-88.8% | $4,762-90.1% |
| Participant deferral / active EE | $3,147 | $5,465-42.4% | $5,502-42.8% | $5,850-46.2% |
| Admin fee / account holder | $1,573 | $8,683-81.9% | $6,559-76.0% | $11,596-86.4% |