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 | $84,613 | $78,926+7.2% | $136,749-38.1% | $84,808-0.2% |
| Participation rate | 80.6% | 62.2%+18.5pp | 72.1%+8.5pp | 68.3%+12.3pp |
| Annual return | 13.33% | 18.17%-4.8pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $271 | $2,134-87.3% | $3,400-92.0% | $2,631-89.7% |
| Participant deferral / active EE | $1,601 | $3,168-49.5% | $4,692-65.9% | $4,212-62.0% |
| Admin fee / account holder | $2,502 | $6,369-60.7% | $11,386-78.0% | $7,344-65.9% |