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 | $38,067 | $58,828-35.3% | $77,999-51.2% | $62,891-39.5% |
| Participation rate | 87.0% | 71.1%+16.0pp | 75.5%+11.5pp | 69.3%+17.7pp |
| Annual return | 6.85% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $236 | $1,672-85.9% | $2,470-90.5% | $2,281-89.7% |
| Participant deferral / active EE | $3,324 | $2,686+23.8% | $3,497-4.9% | $3,203+3.8% |
| Admin fee / account holder | $1,034 | $4,393-76.5% | $5,480-81.1% | $4,296-75.9% |