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 | $64,992 | $86,286-24.7% | $111,297-41.6% | $85,850-24.3% |
| Participation rate | 70.8% | 73.3%-2.5pp | 77.3%-6.5pp | 69.3%+1.5pp |
| Annual return | 14.19% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $231 | $2,043-88.7% | $2,731-91.6% | $2,565-91.0% |
| Participant deferral / active EE | $3,264 | $3,641-10.3% | $4,487-27.3% | $3,952-17.4% |
| Admin fee / account holder | $1,719 | $8,188-79.0% | $7,964-78.4% | $6,260-72.5% |