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 | $51,016 | $78,705-35.2% | $117,854-56.7% | $70,131-27.3% |
| Participation rate | 82.2% | 73.2%+9.0pp | 79.7%+2.6pp | 69.5%+12.7pp |
| Annual return | 19.02% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.1pp |
| Employer contribution / active EE | $366 | $2,223-83.5% | $3,786-90.3% | $2,342-84.4% |
| Participant deferral / active EE | $2,229 | $3,297-32.4% | $4,482-50.3% | $3,332-33.1% |
| Admin fee / account holder | $3,417 | $5,065-32.5% | $8,020-57.4% | $4,645-26.4% |