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 | $106,538 | $96,965+9.9% | $97,995+8.7% | $147,584-27.8% |
| Participation rate | 70.0% | 83.6%-13.6pp | 82.4%-12.4pp | 82.8%-12.8pp |
| Annual return | 11.59% | 24.11%-12.5pp | 23.94%-12.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $999 | $4,536-78.0% | $4,158-76.0% | $4,876-79.5% |
| Participant deferral / active EE | $3,657 | $5,081-28.0% | $5,097-28.2% | $5,439-32.8% |
| Admin fee / account holder | $2,852 | $8,120-64.9% | $5,943-52.0% | $10,885-73.8% |