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 | $24,501 | $124,425-80.3% | $112,040-78.1% | $137,256-82.1% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 16.23% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $605 | $3,411-82.3% | $2,954-79.5% | $4,156-85.4% |
| Participant deferral / active EE | $2,564 | $5,718-55.2% | $5,098-49.7% | $6,407-60.0% |
| Admin fee / account holder | $724 | $15,207-95.2% | $12,098-94.0% | $12,270-94.1% |