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 | $33,233 | $67,411-50.7% | $91,001-63.5% | $70,131-52.6% |
| Participation rate | 96.9% | 71.4%+25.5pp | 75.6%+21.3pp | 69.5%+27.3pp |
| Annual return | 15.30% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $156 | $1,786-91.3% | $2,456-93.6% | $2,342-93.3% |
| Participant deferral / active EE | $1,326 | $2,823-53.0% | $3,547-62.6% | $3,332-60.2% |
| Admin fee / account holder | $960 | $4,236-77.3% | $5,417-82.3% | $4,645-79.3% |