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 6-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 | $66,343 | $112,729-41.1% | $98,716-32.8% | $137,256-51.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.44% | 38.48%-20.0pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $163 | $2,725-94.0% | $2,279-92.8% | $4,156-96.1% |
| Participant deferral / active EE | $1,570 | $4,640-66.2% | $4,048-61.2% | $6,407-75.5% |
| Admin fee / account holder | $2,510 | $10,129-75.2% | $8,703-71.2% | $12,270-79.5% |