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 | $60,691 | $179,726-66.2% | $156,263-61.2% | $142,382-57.4% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 15.21% | 77.86%-62.6pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $782 | $5,069-84.6% | $4,333-81.9% | $4,299-81.8% |
| Participant deferral / active EE | $9,133 | $6,956+31.3% | $6,158+48.3% | $6,507+40.3% |
| Admin fee / account holder | $6,756 | $17,272-60.9% | $14,255-52.6% | $12,624-46.5% |