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 | $67,232 | $78,705-14.6% | $117,854-43.0% | $70,131-4.1% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 16.47% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $468 | $2,223-79.0% | $3,786-87.6% | $2,342-80.0% |
| Participant deferral / active EE | $2,519 | $3,297-23.6% | $4,482-43.8% | $3,332-24.4% |
| Admin fee / account holder | $720 | $5,065-85.8% | $8,020-91.0% | $4,645-84.5% |