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 | $39,970 | $91,552-56.3% | $133,956-70.2% | $79,858-49.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.17% | 61.85%-45.7pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $249 | $2,384-89.6% | $3,919-93.7% | $2,471-89.9% |
| Participant deferral / active EE | $2,086 | $3,733-44.1% | $5,048-58.7% | $3,740-44.2% |
| Admin fee / account holder | $2,541 | $6,321-59.8% | $8,927-71.5% | $5,306-52.1% |