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 | $64,232 | $84,233-23.7% | $170,442-62.3% | $70,131-8.4% |
| Participation rate | 78.4% | 70.8%+7.5pp | 83.6%-5.2pp | 69.5%+8.8pp |
| Annual return | 13.47% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $182 | $3,387-94.6% | $5,433-96.7% | $2,342-92.2% |
| Participant deferral / active EE | $2,595 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $646 | $5,698-88.7% | $13,880-95.3% | $4,645-86.1% |