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 | $53,928 | $81,208-33.6% | $98,907-45.5% | $79,858-32.5% |
| Participation rate | 70.4% | 72.5%-2.1pp | 76.0%-5.7pp | 69.6%+0.7pp |
| Annual return | 15.58% | 60.99%-45.4pp | 196.43%-180.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $333 | $1,960-83.0% | $2,689-87.6% | $2,471-86.5% |
| Participant deferral / active EE | $2,003 | $3,265-38.7% | $4,244-52.8% | $3,740-46.5% |
| Admin fee / account holder | $2,091 | $6,013-65.2% | $6,642-68.5% | $5,306-60.6% |