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 | $49,320 | $77,503-36.4% | $100,391-50.9% | $80,856-39.0% |
| Participation rate | 90.7% | 76.9%+13.8pp | 81.5%+9.2pp | 67.6%+23.1pp |
| Annual return | 17.44% | 37.20%-19.8pp | 49.20%-31.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $7 | $2,801-99.8% | $3,942-99.8% | $2,755-99.8% |
| Participant deferral / active EE | $3,414 | $6,820-49.9% | $8,082-57.8% | $4,296-20.5% |
| Admin fee / account holder | $4,043 | $5,897-31.4% | $7,899-48.8% | $6,918-41.6% |