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 | $17,752 | $77,634-77.1% | $156,549-88.7% | $62,891-71.8% |
| Participation rate | 81.0% | 71.2%+9.8pp | 84.0%-3.1pp | 69.3%+11.6pp |
| Annual return | 19.78% | 50.32%-30.5pp | 32.23%-12.4pp | 20.14%-0.4pp |
| Employer contribution / active EE | $158 | $3,444-95.4% | $5,501-97.1% | $2,281-93.1% |
| Participant deferral / active EE | $1,768 | $3,045-41.9% | $4,871-63.7% | $3,203-44.8% |
| Admin fee / account holder | $428 | $5,561-92.3% | $13,027-96.7% | $4,296-90.0% |