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 | $22,511 | $167,307-86.5% | $143,757-84.3% | $134,475-83.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | 20.06% | 0.46%+19.6pp | -0.04%+20.1pp | 417.96%-397.9pp |
| Employer contribution / active EE | $789 | $5,619-86.0% | $4,951-84.1% | $4,740-83.4% |
| Participant deferral / active EE | $2,160 | $6,446-66.5% | $5,637-61.7% | $6,400-66.2% |
| Admin fee / account holder | $904 | $18,088-95.0% | $14,673-93.8% | $11,426-92.1% |