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 | $51,816 | $69,977-26.0% | $108,579-52.3% | $62,891-17.6% |
| Participation rate | 88.2% | 72.9%+15.3pp | 79.6%+8.7pp | 69.3%+18.9pp |
| Annual return | 10.30% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $111 | $2,135-94.8% | $3,758-97.0% | $2,281-95.1% |
| Participant deferral / active EE | $1,781 | $3,165-43.7% | $4,311-58.7% | $3,203-44.4% |
| Admin fee / account holder | $1,576 | $5,076-69.0% | $7,645-79.4% | $4,296-63.3% |