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 | $24,889 | $135,952-81.7% | $123,892-79.9% | $273,961-90.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.80% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $84 | $5,170-98.4% | $4,617-98.2% | $4,869-98.3% |
| Participant deferral / active EE | $5,016 | $6,343-20.9% | $5,984-16.2% | $5,287-5.1% |
| Admin fee / account holder | $1,342 | $9,817-86.3% | $8,357-83.9% | $10,132-86.8% |