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 | $53,313 | $99,341-46.3% | $84,750-37.1% | $273,961-80.5% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 3.64% | 22.93%-19.3pp | 22.78%-19.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $550 | $4,214-87.0% | $3,574-84.6% | $4,869-88.7% |
| Participant deferral / active EE | $3,595 | $4,269-15.8% | $3,712-3.1% | $5,287-32.0% |
| Admin fee / account holder | $572 | $6,644-91.4% | $5,332-89.3% | $10,132-94.4% |