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 | $17,431 | $61,272-71.6% | $149,673-88.4% | $71,457-75.6% |
| Participation rate | 70.3% | 62.5%+7.8pp | 78.8%-8.5pp | 67.9%+2.4pp |
| Annual return | 15.71% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $4 | $2,378-99.8% | $4,818-99.9% | $2,588-99.8% |
| Participant deferral / active EE | $1,240 | $2,917-57.5% | $5,680-78.2% | $4,289-71.1% |
| Admin fee / account holder | $323 | $1,261-74.4% | $13,210-97.6% | $1,587-79.7% |