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 | $37,729 | $85,766-56.0% | $136,294-72.3% | $70,131-46.2% |
| Participation rate | 74.3% | 74.2%+0.2pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 15.58% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $324 | $2,966-89.1% | $4,695-93.1% | $2,342-86.2% |
| Participant deferral / active EE | $3,378 | $5,051-33.1% | $6,247-45.9% | $3,332+1.4% |
| Admin fee / account holder | $3,946 | $5,420-27.2% | $9,243-57.3% | $4,645-15.1% |