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 | $60,809 | $80,968-24.9% | $96,544-37.0% | $75,163-19.1% |
| Participation rate | 91.8% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.6pp |
| Annual return | 25.96% | 27.06%-1.1pp | 25.84%+0.1pp | 160.62%-134.7pp |
| Employer contribution / active EE | $560 | $2,282-75.5% | $2,965-81.1% | $2,670-79.0% |
| Participant deferral / active EE | $3,321 | $3,928-15.4% | $4,851-31.5% | $4,125-19.5% |
| Admin fee / account holder | $1,394 | $6,724-79.3% | $8,252-83.1% | $5,651-75.3% |