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 | $26,139 | $93,346-72.0% | $71,796-63.6% | $273,961-90.5% |
| Participation rate | 85.0% | 76.5%+8.5pp | 69.1%+15.9pp | 83.0%+2.0pp |
| Annual return | 5.95% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $179 | $2,733-93.4% | $1,924-90.7% | $4,869-96.3% |
| Participant deferral / active EE | $866 | $3,475-75.1% | $2,794-69.0% | $5,287-83.6% |
| Admin fee / account holder | $2,662 | $6,571-59.5% | $4,815-44.7% | $10,132-73.7% |