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 | $38,129 | $93,571-59.3% | $135,903-71.9% | $75,163-49.3% |
| Participation rate | 70.3% | 75.2%-4.9pp | 81.9%-11.6pp | 67.2%+3.1pp |
| Annual return | 20.00% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $81 | $3,537-97.7% | $4,856-98.3% | $2,670-97.0% |
| Participant deferral / active EE | $6,399 | $6,404-0.1% | $7,758-17.5% | $4,125+55.1% |
| Admin fee / account holder | $1,147 | $6,975-83.6% | $10,762-89.3% | $5,651-79.7% |