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 | $37,429 | $84,233-55.6% | $170,442-78.0% | $70,131-46.6% |
| Participation rate | 92.5% | 70.8%+21.7pp | 83.6%+8.9pp | 69.5%+23.0pp |
| Annual return | 15.82% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $5 | $3,387-99.9% | $5,433-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $3,037 | $3,086-1.6% | $4,939-38.5% | $3,332-8.8% |
| Admin fee / account holder | $406 | $5,698-92.9% | $13,880-97.1% | $4,645-91.3% |