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 3-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 | $48,040 | $106,584-54.9% | $101,326-52.6% | $142,382-66.3% |
| Participation rate | 87.0% | 82.7%+4.3pp | 81.5%+5.5pp | 80.1%+6.8pp |
| Annual return | 36.41% | 36.93%-0.5pp | 36.82%-0.4pp | 217.08%-180.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $22,036 | $8,297+165.6% | $7,994+175.7% | $6,507+238.6% |
| Admin fee / account holder | $11,250 | $11,446-1.7% | $11,185+0.6% | $12,624-10.9% |