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 | $29,077 | $63,156-54.0% | $122,332-76.2% | $62,292-53.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.50% | 20.61%-6.1pp | 30.27%-15.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $316 | $1,385-77.2% | $4,050-92.2% | $2,042-84.5% |
| Participant deferral / active EE | $2,643 | $2,321+13.9% | $3,287-19.6% | $3,169-16.6% |
| Admin fee / account holder | $770 | $440+75.0% | $5,478-85.9% | $479+60.6% |