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 | $19,755 | $51,576-61.7% | $129,207-84.7% | $80,856-75.6% |
| Participation rate | 72.3% | 57.0%+15.4pp | 69.6%+2.7pp | 67.6%+4.7pp |
| Annual return | 12.96% | 20.81%-7.8pp | 9417.33%-9404.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $113 | $1,584-92.8% | $4,153-97.3% | $2,755-95.9% |
| Participant deferral / active EE | $1,182 | $2,669-55.7% | $4,168-71.6% | $4,296-72.5% |
| Admin fee / account holder | $741 | $4,305-82.8% | $7,715-90.4% | $6,918-89.3% |