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 | $23,055 | $70,669-67.4% | $169,368-86.4% | $75,163-69.3% |
| Participation rate | 89.1% | 64.8%+24.3pp | 77.1%+12.0pp | 67.2%+21.9pp |
| Annual return | 16.31% | 36.36%-20.0pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $327 | $2,211-85.2% | $4,013-91.8% | $2,670-87.7% |
| Participant deferral / active EE | $3,780 | $4,311-12.3% | $6,221-39.2% | $4,125-8.4% |
| Admin fee / account holder | $528 | $5,402-90.2% | $9,003-94.1% | $5,651-90.7% |