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 | $87,430 | $104,664-16.5% | $85,682+2.0% | $167,490-47.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 37.28% | 21.45%+15.8pp | 21.49%+15.8pp | 478.56%-441.3pp |
| Employer contribution / active EE | $426 | $3,337-87.2% | $2,618-83.7% | $4,837-91.2% |
| Participant deferral / active EE | $2,963 | $4,824-38.6% | $3,923-24.5% | $6,341-53.3% |
| Admin fee / account holder | $2,571 | $10,032-74.4% | $6,873-62.6% | $12,309-79.1% |