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 | $31,316 | $87,540-64.2% | $75,781-58.7% | $125,391-75.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.36% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $333 | $3,930-91.5% | $3,323-90.0% | $4,866-93.2% |
| Participant deferral / active EE | $3,492 | $4,229-17.4% | $3,651-4.4% | $5,352-34.8% |
| Admin fee / account holder | $4,545 | $6,502-30.1% | $5,299-14.2% | $9,540-52.4% |