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 | $53,938 | $67,894-20.6% | $89,340-39.6% | $82,448-34.6% |
| Participation rate | 75.0% | 64.0%+11.0pp | 69.6%+5.4pp | 68.1%+6.9pp |
| Annual return | 15.50% | 19.21%-3.7pp | 20.57%-5.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $111 | $1,828-93.9% | $2,231-95.0% | $2,551-95.6% |
| Participant deferral / active EE | $3,522 | $3,072+14.6% | $3,823-7.9% | $4,139-14.9% |
| Admin fee / account holder | $327 | $5,723-94.3% | $6,704-95.1% | $7,234-95.5% |