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 | $73,480 | $104,664-29.8% | $85,682-14.2% | $167,490-56.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 17.67% | 21.45%-3.8pp | 21.49%-3.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $354 | $3,337-89.4% | $2,618-86.5% | $4,837-92.7% |
| Participant deferral / active EE | $2,518 | $4,824-47.8% | $3,923-35.8% | $6,341-60.3% |
| Admin fee / account holder | $3,158 | $10,032-68.5% | $6,873-54.1% | $12,309-74.3% |