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 | $36,321 | $76,367-52.4% | $93,606-61.2% | $72,985-50.2% |
| Participation rate | 71.1% | 71.7%-0.6pp | 75.8%-4.7pp | 69.5%+1.6pp |
| Annual return | 17.31% | 25.82%-8.5pp | 32.76%-15.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $359 | $2,275-84.2% | $2,718-86.8% | $2,440-85.3% |
| Participant deferral / active EE | $1,517 | $3,538-57.1% | $4,069-62.7% | $3,607-57.9% |
| Admin fee / account holder | $1,818 | $6,838-73.4% | $7,888-76.9% | $5,124-64.5% |