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 | $59,386 | $149,679-60.3% | $117,039-49.3% | $147,584-59.8% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 10.43% | 19.31%-8.9pp | 18.95%-8.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $685 | $4,937-86.1% | $3,785-81.9% | $4,876-85.9% |
| Participant deferral / active EE | $1,710 | $4,912-65.2% | $3,929-56.5% | $5,439-68.6% |
| Admin fee / account holder | $408 | $7,856-94.8% | $5,974-93.2% | $10,885-96.2% |