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 | $53,625 | $79,944-32.9% | $98,439-45.5% | $75,163-28.7% |
| Participation rate | 97.8% | 70.4%+27.5pp | 75.2%+22.7pp | 67.2%+30.6pp |
| Annual return | 16.21% | 19.75%-3.5pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $574 | $2,264-74.7% | $3,048-81.2% | $2,670-78.5% |
| Participant deferral / active EE | $4,910 | $3,752+30.9% | $4,738+3.6% | $4,125+19.0% |
| Admin fee / account holder | $1,981 | $6,840-71.0% | $8,948-77.9% | $5,651-64.9% |