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 | $48,793 | $109,413-55.4% | $156,263-68.8% | $84,808-42.5% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 14.31% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $271 | $2,907-90.7% | $4,333-93.7% | $2,631-89.7% |
| Participant deferral / active EE | $2,711 | $4,590-40.9% | $6,158-56.0% | $4,212-35.6% |
| Admin fee / account holder | $1,986 | $9,357-78.8% | $14,255-86.1% | $7,344-73.0% |