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 | $42,974 | $127,386-66.3% | $115,037-62.6% | $125,391-65.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.28% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $256 | $5,166-95.0% | $4,608-94.4% | $4,866-94.7% |
| Participant deferral / active EE | $2,079 | $6,423-67.6% | $6,026-65.5% | $5,352-61.2% |
| Admin fee / account holder | $480 | $9,516-95.0% | $8,175-94.1% | $9,540-95.0% |