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 | $56,257 | $78,422-28.3% | $95,952-41.4% | $79,858-29.6% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.8pp |
| Annual return | 12.53% | 19.37%-6.8pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $381 | $1,945-80.4% | $2,541-85.0% | $2,471-84.6% |
| Participant deferral / active EE | $2,462 | $3,440-28.4% | $4,167-40.9% | $3,740-34.2% |
| Admin fee / account holder | $2,043 | $5,622-63.7% | $6,795-69.9% | $5,306-61.5% |