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 | $51,885 | $87,013-40.4% | $106,213-51.1% | $80,856-35.8% |
| Participation rate | 82.5% | 70.4%+12.1pp | 75.3%+7.3pp | 67.6%+14.9pp |
| Annual return | 12.92% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $471 | $2,395-80.3% | $3,171-85.1% | $2,755-82.9% |
| Participant deferral / active EE | $2,905 | $3,986-27.1% | $5,016-42.1% | $4,296-32.4% |
| Admin fee / account holder | $6,847 | $8,431-18.8% | $11,033-37.9% | $6,918-1.0% |