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 | $59,311 | $67,411-12.0% | $91,001-34.8% | $70,131-15.4% |
| Participation rate | 72.1% | 71.4%+0.7pp | 75.6%-3.5pp | 69.5%+2.5pp |
| Annual return | 32.53% | -40.16%+72.7pp | 4.60%+27.9pp | 73.14%-40.6pp |
| Employer contribution / active EE | $321 | $1,786-82.0% | $2,456-86.9% | $2,342-86.3% |
| Participant deferral / active EE | $2,779 | $2,823-1.5% | $3,547-21.7% | $3,332-16.6% |
| Admin fee / account holder | $872 | $4,236-79.4% | $5,417-83.9% | $4,645-81.2% |