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 | $32,703 | $76,367-57.2% | $93,606-65.1% | $72,985-55.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.49% | 25.82%-8.3pp | 32.76%-15.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $397 | $2,275-82.5% | $2,718-85.4% | $2,440-83.7% |
| Participant deferral / active EE | $2,070 | $3,538-41.5% | $4,069-49.1% | $3,607-42.6% |
| Admin fee / account holder | $2,050 | $6,838-70.0% | $7,888-74.0% | $5,124-60.0% |