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 4-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 | $51,693 | $127,065-59.3% | $113,168-54.3% | $142,382-63.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.20% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8 | $3,442-99.8% | $2,975-99.7% | $4,299-99.8% |
| Participant deferral / active EE | $10,896 | $5,716+90.6% | $5,107+113.4% | $6,507+67.4% |
| Admin fee / account holder | $6,977 | $15,736-55.7% | $12,068-42.2% | $12,624-44.7% |