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 | $38,582 | $98,240-60.7% | $82,313-53.1% | $147,584-73.9% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 22.52% | 30.85%-8.3pp | 25.88%-3.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $305 | $3,192-90.5% | $2,428-87.5% | $4,876-93.8% |
| Participant deferral / active EE | $2,544 | $4,383-42.0% | $3,706-31.4% | $5,439-53.2% |
| Admin fee / account holder | $1,746 | $8,563-79.6% | $5,608-68.9% | $10,885-84.0% |