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 | $41,112 | $94,625-56.6% | $116,228-64.6% | $84,808-51.5% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.1pp |
| Annual return | 14.66% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $549 | $2,347-76.6% | $2,994-81.7% | $2,631-79.1% |
| Participant deferral / active EE | $2,218 | $3,972-44.1% | $4,953-55.2% | $4,212-47.3% |
| Admin fee / account holder | $1,651 | $10,091-83.6% | $11,989-86.2% | $7,344-77.5% |