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 | $51,390 | $127,065-59.6% | $113,168-54.6% | $142,382-63.9% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 12.14% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $364 | $3,442-89.4% | $2,975-87.8% | $4,299-91.5% |
| Participant deferral / active EE | $2,203 | $5,716-61.5% | $5,107-56.9% | $6,507-66.2% |
| Admin fee / account holder | $4,924 | $15,736-68.7% | $12,068-59.2% | $12,624-61.0% |