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 | $56,475 | $69,977-19.3% | $108,579-48.0% | $62,891-10.2% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.2pp | 69.3%+20.4pp |
| Annual return | 6.91% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $318 | $2,135-85.1% | $3,758-91.5% | $2,281-86.1% |
| Participant deferral / active EE | $1,585 | $3,165-49.9% | $4,311-63.2% | $3,203-50.5% |
| Admin fee / account holder | $1,506 | $5,076-70.3% | $7,645-80.3% | $4,296-64.9% |