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 | $150,865 | $181,894-17.1% | $156,549-3.6% | $273,961-44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,260 | $6,248-79.8% | $5,501-77.1% | $4,869-74.1% |
| Participant deferral / active EE | $3,499 | $5,550-37.0% | $4,871-28.2% | $5,287-33.8% |
| Admin fee / account holder | $1,703 | $15,559-89.1% | $13,027-86.9% | $10,132-83.2% |