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 | $39,621 | $80,968-51.1% | $96,544-59.0% | $75,163-47.3% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 14.40% | 27.06%-12.7pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $527 | $2,282-76.9% | $2,965-82.2% | $2,670-80.3% |
| Participant deferral / active EE | $3,224 | $3,928-17.9% | $4,851-33.5% | $4,125-21.8% |
| Admin fee / account holder | $802 | $6,724-88.1% | $8,252-90.3% | $5,651-85.8% |