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 8-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 | $25,820 | $109,881-76.5% | $150,045-82.8% | $84,808-69.6% |
| Participation rate | 84.5% | 76.1%+8.4pp | 82.3%+2.2pp | 68.3%+16.2pp |
| Annual return | 16.35% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $155 | $3,561-95.7% | $4,693-96.7% | $2,631-94.1% |
| Participant deferral / active EE | $4,121 | $6,636-37.9% | $7,997-48.5% | $4,212-2.1% |
| Admin fee / account holder | $1,931 | $8,568-77.5% | $13,435-85.6% | $7,344-73.7% |