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 | $35,118 | $57,065-38.5% | $75,670-53.6% | $70,131-49.9% |
| Participation rate | 93.2% | 68.1%+25.1pp | 72.3%+20.8pp | 69.5%+23.6pp |
| Annual return | 28.58% | 23.57%+5.0pp | 27.34%+1.2pp | 73.14%-44.6pp |
| Employer contribution / active EE | $341 | $1,817-81.2% | $2,352-85.5% | $2,342-85.4% |
| Participant deferral / active EE | $2,344 | $2,580-9.1% | $3,142-25.4% | $3,332-29.6% |
| Admin fee / account holder | $871 | $3,825-77.2% | $5,800-85.0% | $4,645-81.2% |