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 | $52,951 | $72,277-26.7% | $101,248-47.7% | $79,858-33.7% |
| Participation rate | 87.1% | 68.5%+18.7pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 14.31% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $374 | $2,692-86.1% | $3,660-89.8% | $2,471-84.9% |
| Participant deferral / active EE | $2,856 | $3,282-13.0% | $4,370-34.6% | $3,740-23.6% |
| Admin fee / account holder | $1,070 | $4,400-75.7% | $5,945-82.0% | $5,306-79.8% |