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 | $25,636 | $58,512-56.2% | $84,015-69.5% | $72,985-64.9% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 17.84% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,449 | $2,394-39.5% | $3,239-55.3% | $3,607-59.8% |
| Admin fee / account holder | $773 | $4,569-83.1% | $6,101-87.3% | $5,124-84.9% |