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 7-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 | $50,062 | $80,968-38.2% | $96,544-48.1% | $75,163-33.4% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 19.62% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $430 | $2,282-81.2% | $2,965-85.5% | $2,670-83.9% |
| Participant deferral / active EE | $2,820 | $3,928-28.2% | $4,851-41.9% | $4,125-31.6% |
| Admin fee / account holder | $4,657 | $6,724-30.7% | $8,252-43.6% | $5,651-17.6% |