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 | $35,103 | $76,367-54.0% | $93,606-62.5% | $72,985-51.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.15% | 25.82%-3.7pp | 32.76%-10.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $109 | $2,275-95.2% | $2,718-96.0% | $2,440-95.6% |
| Participant deferral / active EE | $1,447 | $3,538-59.1% | $4,069-64.4% | $3,607-59.9% |
| Admin fee / account holder | $1,184 | $6,838-82.7% | $7,888-85.0% | $5,124-76.9% |