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 | $41,888 | $86,286-51.5% | $111,297-62.4% | $85,850-51.2% |
| Participation rate | 80.5% | 73.3%+7.2pp | 77.3%+3.2pp | 69.3%+11.2pp |
| Annual return | 14.35% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $54 | $2,043-97.4% | $2,731-98.0% | $2,565-97.9% |
| Participant deferral / active EE | $3,478 | $3,641-4.5% | $4,487-22.5% | $3,952-12.0% |
| Admin fee / account holder | $4,785 | $8,188-41.6% | $7,964-39.9% | $6,260-23.6% |