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 | $45,371 | $103,376-56.1% | $87,100-47.9% | $152,861-70.3% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 24.88% | 28.10%-3.2pp | 28.19%-3.3pp | 345.32%-320.4pp |
| Employer contribution / active EE | $407 | $3,220-87.4% | $2,521-83.9% | $4,762-91.5% |
| Participant deferral / active EE | $3,221 | $4,778-32.6% | $4,049-20.4% | $5,850-44.9% |
| Admin fee / account holder | $575 | $12,205-95.3% | $7,497-92.3% | $11,596-95.0% |