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 | $38,405 | $81,208-52.7% | $98,907-61.2% | $79,858-51.9% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 11.60% | 60.99%-49.4pp | 196.43%-184.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $372 | $1,960-81.0% | $2,689-86.2% | $2,471-84.9% |
| Participant deferral / active EE | $1,920 | $3,265-41.2% | $4,244-54.8% | $3,740-48.7% |
| Admin fee / account holder | $916 | $6,013-84.8% | $6,642-86.2% | $5,306-82.7% |