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 | $127,065-43.1% | $113,168-36.2% | $142,382-49.3% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 12.08% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $590 | $3,442-82.9% | $2,975-80.2% | $4,299-86.3% |
| Participant deferral / active EE | $3,031 | $5,716-47.0% | $5,107-40.6% | $6,507-53.4% |
| Admin fee / account holder | $3,031 | $15,736-80.7% | $12,068-74.9% | $12,624-76.0% |