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 | $46,813 | $117,983-60.3% | $101,794-54.0% | $142,382-67.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.26% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $400 | $2,773-85.6% | $2,289-82.5% | $4,299-90.7% |
| Participant deferral / active EE | $1,381 | $4,714-70.7% | $4,084-66.2% | $6,507-78.8% |
| Admin fee / account holder | $2,262 | $10,433-78.3% | $8,777-74.2% | $12,624-82.1% |