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 | $54,554 | $77,634-29.7% | $156,549-65.2% | $62,891-13.3% |
| Participation rate | 70.3% | 71.2%-0.9pp | 84.0%-13.7pp | 69.3%+1.0pp |
| Annual return | 8.65% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $73 | $3,444-97.9% | $5,501-98.7% | $2,281-96.8% |
| Participant deferral / active EE | $1,785 | $3,045-41.4% | $4,871-63.3% | $3,203-44.3% |
| Admin fee / account holder | $1,431 | $5,561-74.3% | $13,027-89.0% | $4,296-66.7% |