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 | $55,317 | $127,065-56.5% | $113,168-51.1% | $142,382-61.1% |
| Participation rate | 91.3% | 79.2%+12.1pp | 76.6%+14.7pp | 80.1%+11.2pp |
| Annual return | 16.80% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $701 | $3,442-79.6% | $2,975-76.4% | $4,299-83.7% |
| Participant deferral / active EE | $2,462 | $5,716-56.9% | $5,107-51.8% | $6,507-62.2% |
| Admin fee / account holder | $1,402 | $15,736-91.1% | $12,068-88.4% | $12,624-88.9% |