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 5-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 | $17,115 | $148,534-88.5% | $135,903-87.4% | $139,434-87.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.79% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $916 | $5,243-82.5% | $4,856-81.1% | $4,751-80.7% |
| Participant deferral / active EE | $5,010 | $8,100-38.2% | $7,758-35.4% | $6,710-25.3% |
| Admin fee / account holder | $1,267 | $12,400-89.8% | $10,762-88.2% | $11,403-88.9% |