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 | $31,885 | $116,175-72.6% | $93,606-65.9% | $152,861-79.1% |
| Participation rate | 76.5% | 78.0%-1.6pp | 75.8%+0.6pp | 82.4%-6.0pp |
| Annual return | 23.40% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $422 | $3,218-86.9% | $2,718-84.5% | $4,762-91.1% |
| Participant deferral / active EE | $1,366 | $4,603-70.3% | $4,069-66.4% | $5,850-76.7% |
| Admin fee / account holder | $874 | $10,748-91.9% | $7,888-88.9% | $11,596-92.5% |