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 | $100,748 | $117,841-14.5% | $102,423-1.6% | $145,922-31.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 19.71% | 31.65%-11.9pp | 29.32%-9.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $360 | $3,615-90.1% | $3,023-88.1% | $4,660-92.3% |
| Participant deferral / active EE | $2,600 | $5,731-54.6% | $5,053-48.5% | $6,688-61.1% |
| Admin fee / account holder | $1,070 | $13,326-92.0% | $9,451-88.7% | $13,397-92.0% |