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 | $58,262 | $79,944-27.1% | $98,439-40.8% | $75,163-22.5% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 20.99% | 19.75%+1.2pp | 21.16%-0.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $401 | $2,264-82.3% | $3,048-86.9% | $2,670-85.0% |
| Participant deferral / active EE | $1,999 | $3,752-46.7% | $4,738-57.8% | $4,125-51.5% |
| Admin fee / account holder | $1,558 | $6,840-77.2% | $8,948-82.6% | $5,651-72.4% |