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 | $31,331 | $201,272-84.4% | $184,203-83.0% | $145,922-78.5% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.57% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $685 | $7,022-90.2% | $6,427-89.3% | $4,660-85.3% |
| Participant deferral / active EE | $6,399 | $9,806-34.7% | $9,131-29.9% | $6,688-4.3% |
| Admin fee / account holder | $869 | $16,364-94.7% | $13,901-93.7% | $13,397-93.5% |