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 | $55,368 | $127,777-56.7% | $106,548-48.0% | $167,490-66.9% |
| Participation rate | 82.6% | 78.3%+4.3pp | 76.1%+6.5pp | 82.1%+0.5pp |
| Annual return | 17.18% | 33.87%-16.7pp | 26.80%-9.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,003 | $5,087-60.6% | $4,398-54.5% | $6,341-68.4% |
| Admin fee / account holder | $896 | $11,228-92.0% | $7,407-87.9% | $12,309-92.7% |