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 5-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 | $28,314 | $81,460-65.2% | $103,333-72.6% | $80,856-65.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.18% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $321 | $3,105-89.7% | $3,868-91.7% | $2,755-88.4% |
| Participant deferral / active EE | $4,850 | $3,869+25.4% | $5,057-4.1% | $4,296+12.9% |
| Admin fee / account holder | $806 | $6,566-87.7% | $8,355-90.3% | $6,918-88.3% |