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 | $26,596 | $89,753-70.4% | $107,525-75.3% | $84,808-68.6% |
| Participation rate | 98.0% | 68.1%+30.0pp | 75.1%+23.0pp | 68.3%+29.7pp |
| Annual return | 13.95% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $696 | $3,113-77.6% | $3,754-81.5% | $2,631-73.5% |
| Participant deferral / active EE | $2,335 | $4,056-42.4% | $5,116-54.4% | $4,212-44.6% |
| Admin fee / account holder | $1,120 | $7,222-84.5% | $8,919-87.4% | $7,344-84.7% |