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 | $43,294 | $73,787-41.3% | $98,716-56.1% | $82,448-47.5% |
| Participation rate | 92.9% | 61.4%+31.4pp | 69.3%+23.6pp | 68.1%+24.8pp |
| Annual return | 18.77% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1 | $1,511-99.9% | $2,279-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $2,630 | $3,081-14.6% | $4,048-35.0% | $4,139-36.5% |
| Admin fee / account holder | $4,864 | $6,500-25.2% | $8,703-44.1% | $7,234-32.8% |