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 | $40,097 | $62,573-35.9% | $85,682-53.2% | $85,850-53.3% |
| Participation rate | 82.2% | 61.1%+21.1pp | 69.9%+12.4pp | 69.3%+12.9pp |
| Annual return | 13.37% | 23.77%-10.4pp | 21.49%-8.1pp | 318.53%-305.2pp |
| Employer contribution / active EE | $53 | $1,757-97.0% | $2,618-98.0% | $2,565-97.9% |
| Participant deferral / active EE | $1,066 | $2,802-62.0% | $3,923-72.8% | $3,952-73.0% |
| Admin fee / account holder | $6,142 | $4,640+32.4% | $6,873-10.6% | $6,260-1.9% |