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 | $32,934 | $73,933-55.5% | $96,683-65.9% | $75,163-56.2% |
| Participation rate | 81.4% | 66.4%+14.9pp | 74.3%+7.0pp | 67.2%+14.2pp |
| Annual return | 14.88% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $709 | $2,928-75.8% | $3,737-81.0% | $2,670-73.4% |
| Participant deferral / active EE | $2,060 | $3,659-43.7% | $4,878-57.8% | $4,125-50.1% |
| Admin fee / account holder | $813 | $5,216-84.4% | $6,730-87.9% | $5,651-85.6% |