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 | $48,957 | $96,557-49.3% | $80,975-39.5% | $273,961-82.1% |
| Participation rate | 76.2% | 79.1%-2.9pp | 75.8%+0.4pp | 83.0%-6.8pp |
| Annual return | 7.30% | 15.14%-7.8pp | 17.10%-9.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $328 | $4,868-93.3% | $3,714-91.2% | $4,869-93.3% |
| Participant deferral / active EE | $4,194 | $6,598-36.4% | $5,696-26.4% | $5,287-20.7% |
| Admin fee / account holder | $488 | $7,492-93.5% | $5,516-91.2% | $10,132-95.2% |