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 | $35,020 | $78,705-55.5% | $117,854-70.3% | $70,131-50.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.72% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $246 | $2,223-89.0% | $3,786-93.5% | $2,342-89.5% |
| Participant deferral / active EE | $2,456 | $3,297-25.5% | $4,482-45.2% | $3,332-26.3% |
| Admin fee / account holder | $3,101 | $5,065-38.8% | $8,020-61.3% | $4,645-33.2% |