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 | $43,730 | $80,968-46.0% | $96,544-54.7% | $75,163-41.8% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 17.21% | 27.06%-9.9pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $480 | $2,282-79.0% | $2,965-83.8% | $2,670-82.0% |
| Participant deferral / active EE | $3,198 | $3,928-18.6% | $4,851-34.1% | $4,125-22.5% |
| Admin fee / account holder | $432 | $6,724-93.6% | $8,252-94.8% | $5,651-92.4% |