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 | $68,889 | $91,552-24.8% | $133,956-48.6% | $79,858-13.7% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 13.37% | 61.85%-48.5pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $416 | $2,384-82.5% | $3,919-89.4% | $2,471-83.2% |
| Participant deferral / active EE | $1,995 | $3,733-46.6% | $5,048-60.5% | $3,740-46.7% |
| Admin fee / account holder | $301 | $6,321-95.2% | $8,927-96.6% | $5,306-94.3% |