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 | $71,123 | $110,257-35.5% | $96,544-26.3% | $139,434-49.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 12.79% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $461 | $3,620-87.3% | $2,965-84.5% | $4,751-90.3% |
| Participant deferral / active EE | $5,168 | $5,548-6.8% | $4,851+6.5% | $6,710-23.0% |
| Admin fee / account holder | $14,606 | $11,591+26.0% | $8,252+77.0% | $11,403+28.1% |