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 | $23,116 | $44,960-48.6% | $84,966-72.8% | $74,495-69.0% |
| Participation rate | 72.1% | 49.4%+22.8pp | 67.5%+4.6pp | 67.2%+4.9pp |
| Annual return | 16.83% | 26.24%-9.4pp | 66.38%-49.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $134 | $1,457-90.8% | $2,727-95.1% | $2,623-94.9% |
| Participant deferral / active EE | $4,587 | $2,731+68.0% | $4,519+1.5% | $4,346+5.5% |
| Admin fee / account holder | $1,282 | $2,209-42.0% | $6,149-79.2% | $1,942-34.0% |