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 | $33,015 | $84,233-60.8% | $170,442-80.6% | $70,131-52.9% |
| Participation rate | 75.6% | 70.8%+4.8pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 17.23% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $353 | $3,387-89.6% | $5,433-93.5% | $2,342-84.9% |
| Participant deferral / active EE | $1,913 | $3,086-38.0% | $4,939-61.3% | $3,332-42.6% |
| Admin fee / account holder | $1,020 | $5,698-82.1% | $13,880-92.7% | $4,645-78.0% |