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 | $75,971 | $104,251-27.1% | $91,001-16.5% | $147,584-48.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.16% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $406 | $3,116-87.0% | $2,456-83.5% | $4,876-91.7% |
| Participant deferral / active EE | $5,273 | $4,195+25.7% | $3,547+48.6% | $5,439-3.1% |
| Admin fee / account holder | $882 | $8,948-90.1% | $5,417-83.7% | $10,885-91.9% |