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 | $18,323 | $59,097-69.0% | $82,389-77.8% | $74,304-75.3% |
| Participation rate | 77.0% | 52.8%+24.2pp | 69.5%+7.5pp | 60.3%+16.7pp |
| Annual return | 13.53% | 22.85%-9.3pp | 28.67%-15.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $222 | $1,601-86.1% | $2,517-91.2% | $2,241-90.1% |
| Participant deferral / active EE | $2,501 | $2,775-9.9% | $4,155-39.8% | $3,767-33.6% |
| Admin fee / account holder | $4,769 | $4,489+6.2% | $7,231-34.0% | $2,969+60.6% |