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 | $62,774 | $117,841-46.7% | $102,423-38.7% | $145,922-57.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 9.68% | 31.65%-22.0pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $572 | $3,615-84.2% | $3,023-81.1% | $4,660-87.7% |
| Participant deferral / active EE | $3,459 | $5,731-39.6% | $5,053-31.5% | $6,688-48.3% |
| Admin fee / account holder | $520 | $13,326-96.1% | $9,451-94.5% | $13,397-96.1% |