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 | $74,927-42.2% | $101,794-57.5% | $84,808-49.0% |
| Participation rate | 92.9% | 61.4%+31.5pp | 69.2%+23.7pp | 68.3%+24.5pp |
| Annual return | 18.77% | 18.70%+0.1pp | 30.53%-11.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1 | $1,522-99.9% | $2,289-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $2,630 | $3,099-15.1% | $4,084-35.6% | $4,212-37.5% |
| Admin fee / account holder | $4,864 | $6,514-25.3% | $8,777-44.6% | $7,344-33.8% |