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 | $93,049 | $162,781-42.8% | $133,956-30.5% | $158,922-41.4% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 12.05% | 41.94%-29.9pp | 45.09%-33.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $227 | $4,975-95.4% | $3,919-94.2% | $4,761-95.2% |
| Participant deferral / active EE | $2,269 | $5,911-61.6% | $5,048-55.1% | $5,982-62.1% |
| Admin fee / account holder | $6,383 | $11,736-45.6% | $8,927-28.5% | $11,246-43.2% |