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 | $52,540 | $154,117-65.9% | $129,995-59.6% | $139,434-62.3% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.7pp |
| Annual return | 18.23% | 32.48%-14.2pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $706 | $5,289-86.7% | $4,320-83.7% | $4,751-85.1% |
| Participant deferral / active EE | $4,718 | $6,710-29.7% | $5,820-18.9% | $6,710-29.7% |
| Admin fee / account holder | $5,679 | $14,007-59.5% | $10,614-46.5% | $11,403-50.2% |