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 | $32,964 | $89,753-63.3% | $107,525-69.3% | $84,808-61.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $733 | $3,113-76.4% | $3,754-80.5% | $2,631-72.1% |
| Participant deferral / active EE | $3,820 | $4,056-5.8% | $5,116-25.3% | $4,212-9.3% |
| Admin fee / account holder | $4,279 | $7,222-40.8% | $8,919-52.0% | $7,344-41.7% |