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 7-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 | $19,532 | $112,729-82.7% | $98,716-80.2% | $137,256-85.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 18.85% | 38.48%-19.6pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $258 | $2,725-90.6% | $2,279-88.7% | $4,156-93.8% |
| Participant deferral / active EE | $1,229 | $4,640-73.5% | $4,048-69.6% | $6,407-80.8% |
| Admin fee / account holder | $1,229 | $10,129-87.9% | $8,703-85.9% | $12,270-90.0% |