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 | $31,704 | $181,894-82.6% | $156,549-79.7% | $273,961-88.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 11.62% | 30.74%-19.1pp | 32.23%-20.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $296 | $6,248-95.3% | $5,501-94.6% | $4,869-93.9% |
| Participant deferral / active EE | $4,451 | $5,550-19.8% | $4,871-8.6% | $5,287-15.8% |
| Admin fee / account holder | $628 | $15,559-96.0% | $13,027-95.2% | $10,132-93.8% |