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 | $54,136 | $95,453-43.3% | $112,040-51.7% | $82,448-34.3% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.5%-4.6pp | 68.1%+3.8pp |
| Annual return | 16.84% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $536 | $2,318-76.9% | $2,954-81.9% | $2,551-79.0% |
| Participant deferral / active EE | $2,447 | $4,224-42.1% | $5,098-52.0% | $4,139-40.9% |
| Admin fee / account holder | $8,836 | $9,013-2.0% | $12,098-27.0% | $7,234+22.1% |