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 | $47,924 | $67,411-28.9% | $91,001-47.3% | $70,131-31.7% |
| Participation rate | 97.1% | 71.4%+25.7pp | 75.6%+21.5pp | 69.5%+27.5pp |
| Annual return | 22.76% | -40.16%+62.9pp | 4.60%+18.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $58 | $1,786-96.8% | $2,456-97.7% | $2,342-97.5% |
| Participant deferral / active EE | $1,522 | $2,823-46.1% | $3,547-57.1% | $3,332-54.3% |
| Admin fee / account holder | $1,024 | $4,236-75.8% | $5,417-81.1% | $4,645-78.0% |