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 7-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 | $27,977 | $179,726-84.4% | $156,263-82.1% | $142,382-80.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 20.28% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $400 | $5,069-92.1% | $4,333-90.8% | $4,299-90.7% |
| Participant deferral / active EE | $3,297 | $6,956-52.6% | $6,158-46.5% | $6,507-49.3% |
| Admin fee / account holder | $861 | $17,272-95.0% | $14,255-94.0% | $12,624-93.2% |