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 | $34,221 | $80,968-57.7% | $96,544-64.6% | $75,163-54.5% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 17.61% | 27.06%-9.5pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $294 | $2,282-87.1% | $2,965-90.1% | $2,670-89.0% |
| Participant deferral / active EE | $2,699 | $3,928-31.3% | $4,851-44.4% | $4,125-34.6% |
| Admin fee / account holder | $1,347 | $6,724-80.0% | $8,252-83.7% | $5,651-76.2% |