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 | $71,545 | $163,101-56.1% | $136,749-47.7% | $142,382-49.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 11.07% | 27.54%-16.5pp | 24.33%-13.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $607 | $4,117-85.3% | $3,400-82.2% | $4,299-85.9% |
| Participant deferral / active EE | $4,221 | $5,585-24.4% | $4,692-10.0% | $6,507-35.1% |
| Admin fee / account holder | $333 | $14,318-97.7% | $11,386-97.1% | $12,624-97.4% |