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 | $117,983-83.4% | $101,794-80.8% | $142,382-86.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 18.85% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $258 | $2,773-90.7% | $2,289-88.8% | $4,299-94.0% |
| Participant deferral / active EE | $1,229 | $4,714-73.9% | $4,084-69.9% | $6,507-81.1% |
| Admin fee / account holder | $1,229 | $10,433-88.2% | $8,777-86.0% | $12,624-90.3% |