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 | $58,454 | $72,492-19.4% | $87,100-32.9% | $72,985-19.9% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.9%+11.4pp | 69.5%+18.7pp |
| Annual return | 18.68% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $341 | $1,894-82.0% | $2,521-86.5% | $2,440-86.0% |
| Participant deferral / active EE | $3,177 | $3,270-2.8% | $4,049-21.5% | $3,607-11.9% |
| Admin fee / account holder | $920 | $5,055-81.8% | $7,497-87.7% | $5,124-82.1% |