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 | $79,659 | $127,065-37.3% | $113,168-29.6% | $142,382-44.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.95% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $769 | $3,442-77.7% | $2,975-74.2% | $4,299-82.1% |
| Participant deferral / active EE | $3,639 | $5,716-36.3% | $5,107-28.7% | $6,507-44.1% |
| Admin fee / account holder | $1,116 | $15,736-92.9% | $12,068-90.7% | $12,624-91.2% |