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 | $42,687 | $109,881-61.2% | $150,045-71.6% | $84,808-49.7% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 17.84% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $589 | $3,561-83.5% | $4,693-87.5% | $2,631-77.6% |
| Participant deferral / active EE | $3,439 | $6,636-48.2% | $7,997-57.0% | $4,212-18.3% |
| Admin fee / account holder | $680 | $8,568-92.1% | $13,435-94.9% | $7,344-90.7% |