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 | $24,729 | $71,050-65.2% | $93,606-73.6% | $80,856-69.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.19% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $226 | $1,564-85.6% | $2,420-90.7% | $2,755-91.8% |
| Participant deferral / active EE | $1,641 | $4,034-59.3% | $4,411-62.8% | $4,296-61.8% |
| Admin fee / account holder | $578 | $6,945-91.7% | $8,285-93.0% | $6,918-91.6% |