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 | $26,766 | $53,127-49.6% | $86,590-69.1% | $70,131-61.8% |
| Participation rate | 73.1% | 65.3%+7.8pp | 73.5%-0.4pp | 69.5%+3.6pp |
| Annual return | 16.35% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $123 | $2,068-94.1% | $2,839-95.7% | $2,342-94.8% |
| Participant deferral / active EE | $1,168 | $2,696-56.7% | $3,609-67.6% | $3,332-64.9% |
| Admin fee / account holder | $1,416 | $3,585-60.5% | $4,906-71.1% | $4,645-69.5% |