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 | $52,682 | $70,475-25.2% | $100,516-47.6% | $79,858-34.0% |
| Participation rate | 71.4% | 73.7%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 33.59% | 21.90%+11.7pp | 30.89%+2.7pp | 31.71%+1.9pp |
| Employer contribution / active EE | $26 | $2,165-98.8% | $3,418-99.2% | $2,471-98.9% |
| Participant deferral / active EE | $3,956 | $5,181-23.6% | $6,270-36.9% | $3,740+5.8% |
| Admin fee / account holder | $352 | $4,478-92.1% | $8,081-95.6% | $5,306-93.4% |