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 | $66,953 | $152,587-56.1% | $125,175-46.5% | $152,861-56.2% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 17.91% | 54.84%-36.9pp | 43.79%-25.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $572 | $4,946-88.4% | $3,865-85.2% | $4,762-88.0% |
| Participant deferral / active EE | $2,290 | $5,868-61.0% | $4,937-53.6% | $5,850-60.9% |
| Admin fee / account holder | $2,446 | $13,434-81.8% | $9,702-74.8% | $11,596-78.9% |