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 | $123,811 | $176,812-30.0% | $146,665-15.6% | $167,490-26.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.34% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $675 | $5,160-86.9% | $4,136-83.7% | $4,837-86.1% |
| Participant deferral / active EE | $3,767 | $6,440-41.5% | $5,506-31.6% | $6,341-40.6% |
| Admin fee / account holder | $2,010 | $13,259-84.8% | $10,280-80.4% | $12,309-83.7% |