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 | $54,899 | $78,672-30.2% | $109,143-49.7% | $85,850-36.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.7pp |
| Annual return | 19.60% | 25.09%-5.5pp | 25.75%-6.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $507 | $2,735-81.5% | $3,722-86.4% | $2,565-80.2% |
| Participant deferral / active EE | $5,200 | $3,467+50.0% | $4,653+11.8% | $3,952+31.6% |
| Admin fee / account holder | $5,302 | $5,469-3.1% | $6,752-21.5% | $6,260-15.3% |