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 | $35,100 | $83,477-58.0% | $125,175-72.0% | $72,985-51.9% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.3pp | 69.5%+3.0pp |
| Annual return | 20.05% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,308 | $3,585-35.6% | $4,937-53.2% | $3,607-36.0% |
| Admin fee / account holder | $721 | $5,517-86.9% | $9,702-92.6% | $5,124-85.9% |