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 | $27,573 | $149,734-81.6% | $118,925-76.8% | $158,922-82.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 13.91% | 19.95%-6.0pp | 35.88%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $385 | $4,115-90.6% | $3,263-88.2% | $4,761-91.9% |
| Participant deferral / active EE | $1,572 | $5,223-69.9% | $4,265-63.1% | $5,982-73.7% |
| Admin fee / account holder | $936 | $8,603-89.1% | $6,581-85.8% | $11,246-91.7% |