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 8-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 | $90,072 | $106,515-15.4% | $96,683-6.8% | $139,434-35.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 14.45% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $755 | $4,103-81.6% | $3,737-79.8% | $4,751-84.1% |
| Participant deferral / active EE | $3,141 | $5,454-42.4% | $4,878-35.6% | $6,710-53.2% |
| Admin fee / account holder | $6,046 | $7,877-23.2% | $6,730-10.2% | $11,403-47.0% |