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 | $57,206 | $148,978-61.6% | $200,582-71.5% | $84,808-32.5% |
| Participation rate | 93.9% | 84.2%+9.6pp | 86.9%+7.0pp | 68.3%+25.6pp |
| Annual return | 15.88% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $625 | $4,815-87.0% | $6,419-90.3% | $2,631-76.2% |
| Participant deferral / active EE | $3,723 | $7,142-47.9% | $9,331-60.1% | $4,212-11.6% |
| Admin fee / account holder | $475 | $13,977-96.6% | $16,305-97.1% | $7,344-93.5% |