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 | $70,434 | $154,117-54.3% | $129,995-45.8% | $139,434-49.5% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 17.20% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $530 | $5,289-90.0% | $4,320-87.7% | $4,751-88.9% |
| Participant deferral / active EE | $3,118 | $6,710-53.5% | $5,820-46.4% | $6,710-53.5% |
| Admin fee / account holder | $4,106 | $14,007-70.7% | $10,614-61.3% | $11,403-64.0% |