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 | $47,502 | $77,314-38.6% | $177,989-73.3% | $80,856-41.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.56% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $410 | $2,292-82.1% | $3,949-89.6% | $2,755-85.1% |
| Participant deferral / active EE | $4,099 | $4,411-7.1% | $6,276-34.7% | $4,296-4.6% |
| Admin fee / account holder | $2,290 | $7,191-68.1% | $10,363-77.9% | $6,918-66.9% |