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 | $49,307 | $80,717-38.9% | $154,803-68.1% | $84,808-41.9% |
| Participation rate | 71.0% | 66.8%+4.2pp | 78.1%-7.1pp | 68.3%+2.7pp |
| Annual return | 17.88% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $230 | $2,761-91.7% | $4,305-94.7% | $2,631-91.3% |
| Participant deferral / active EE | $3,563 | $3,303+7.9% | $5,540-35.7% | $4,212-15.4% |
| Admin fee / account holder | $4,101 | $6,746-39.2% | $14,329-71.4% | $7,344-44.2% |