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 | $46,264 | $54,726-15.5% | $68,793-32.7% | $64,186-27.9% |
| Participation rate | 71.4% | 68.0%+3.4pp | 72.2%-0.8pp | 69.6%+1.9pp |
| Annual return | 8.78% | -1.62%+10.4pp | -4.63%+13.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $222 | $1,846-88.0% | $2,625-91.6% | $2,381-90.7% |
| Participant deferral / active EE | $1,571 | $2,626-40.2% | $3,311-52.6% | $3,470-54.7% |
| Admin fee / account holder | $2,363 | $4,027-41.3% | $5,131-53.9% | $4,888-51.7% |