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 | $50,086 | $73,787-32.1% | $98,716-49.3% | $82,448-39.3% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.3%+17.0pp | 68.1%+18.2pp |
| Annual return | 13.24% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $296 | $1,511-80.4% | $2,279-87.0% | $2,551-88.4% |
| Participant deferral / active EE | $1,955 | $3,081-36.6% | $4,048-51.7% | $4,139-52.8% |
| Admin fee / account holder | $7,908 | $6,500+21.7% | $8,703-9.1% | $7,234+9.3% |