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 | $55,052 | $162,781-66.2% | $133,956-58.9% | $158,922-65.4% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 12.98% | 41.94%-29.0pp | 45.09%-32.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $856 | $4,975-82.8% | $3,919-78.1% | $4,761-82.0% |
| Participant deferral / active EE | $2,169 | $5,911-63.3% | $5,048-57.0% | $5,982-63.7% |
| Admin fee / account holder | $1,711 | $11,736-85.4% | $8,927-80.8% | $11,246-84.8% |