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 | $41,732 | $72,492-42.4% | $87,100-52.1% | $72,985-42.8% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 23.98% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $426 | $1,894-77.5% | $2,521-83.1% | $2,440-82.5% |
| Participant deferral / active EE | $2,711 | $3,270-17.1% | $4,049-33.0% | $3,607-24.8% |
| Admin fee / account holder | $657 | $5,055-87.0% | $7,497-91.2% | $5,124-87.2% |