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 | $72,237 | $124,425-41.9% | $112,040-35.5% | $137,256-47.4% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.5%-2.6pp | 80.0%-6.0pp |
| Annual return | 12.08% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $590 | $3,411-82.7% | $2,954-80.0% | $4,156-85.8% |
| Participant deferral / active EE | $3,031 | $5,718-47.0% | $5,098-40.5% | $6,407-52.7% |
| Admin fee / account holder | $3,031 | $15,207-80.1% | $12,098-74.9% | $12,270-75.3% |