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 | $28,723 | $51,175-43.9% | $70,515-59.3% | $75,163-61.8% |
| Participation rate | 70.0% | 60.9%+9.1pp | 68.3%+1.7pp | 67.2%+2.8pp |
| Annual return | 18.49% | 30.02%-11.5pp | 32.77%-14.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $61 | $1,826-96.7% | $2,973-98.0% | $2,670-97.7% |
| Participant deferral / active EE | $1,218 | $2,849-57.3% | $4,567-73.3% | $4,125-70.5% |
| Admin fee / account holder | $15,146 | $4,091+270.3% | $6,412+136.2% | $5,651+168.0% |