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 | $24,702 | $60,349-59.1% | $74,183-66.7% | $62,891-60.7% |
| Participation rate | 77.6% | 72.7%+4.9pp | 76.6%+1.0pp | 69.3%+8.3pp |
| Annual return | 7.17% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $313 | $1,680-81.4% | $2,370-86.8% | $2,281-86.3% |
| Participant deferral / active EE | $1,572 | $2,856-45.0% | $3,550-55.7% | $3,203-50.9% |
| Admin fee / account holder | $792 | $4,261-81.4% | $5,586-85.8% | $4,296-81.6% |