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 7-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 | $43,344 | $83,477-48.1% | $125,175-65.4% | $72,985-40.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.36% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $150 | $2,345-93.6% | $3,865-96.1% | $2,440-93.8% |
| Participant deferral / active EE | $2,157 | $3,585-39.8% | $4,937-56.3% | $3,607-40.2% |
| Admin fee / account holder | $11,928 | $5,517+116.2% | $9,702+22.9% | $5,124+132.8% |