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 | $86,158 | $105,859-18.6% | $90,160-4.4% | $147,584-41.6% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 14.70% | 37.63%-22.9pp | 34.88%-20.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $111 | $4,126-97.3% | $3,318-96.7% | $4,876-97.7% |
| Participant deferral / active EE | $5,721 | $5,733-0.2% | $5,288+8.2% | $5,439+5.2% |
| Admin fee / account holder | $7,946 | $8,046-1.2% | $5,943+33.7% | $10,885-27.0% |