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 | $34,582 | $88,707-61.0% | $74,183-53.4% | $273,961-87.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 12.02% | 11.94%+0.1pp | 17.74%-5.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $374 | $3,159-88.1% | $2,370-84.2% | $4,869-92.3% |
| Participant deferral / active EE | $3,020 | $4,212-28.3% | $3,550-14.9% | $5,287-42.9% |
| Admin fee / account holder | $372 | $8,717-95.7% | $5,586-93.3% | $10,132-96.3% |