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 | $45,962 | $95,266-51.8% | $82,389-44.2% | $142,382-67.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.84% | 25.74%-14.9pp | 28.67%-17.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | -$11 | $2,991-100.4% | $2,517-100.5% | $4,299-100.3% |
| Participant deferral / active EE | $3,067 | $4,809-36.2% | $4,155-26.2% | $6,507-52.9% |
| Admin fee / account holder | $507 | $8,563-94.1% | $7,231-93.0% | $12,624-96.0% |