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 | $146,267-60.9% | $197,124-71.0% | $82,448-30.6% |
| Participation rate | 93.9% | 84.0%+9.9pp | 86.7%+7.2pp | 68.1%+25.8pp |
| Annual return | 15.88% | 29.61%-13.7pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $625 | $4,723-86.8% | $6,227-90.0% | $2,551-75.5% |
| Participant deferral / active EE | $3,723 | $7,035-47.1% | $9,135-59.2% | $4,139-10.1% |
| Admin fee / account holder | $475 | $14,422-96.7% | $16,298-97.1% | $7,234-93.4% |