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 | $56,386 | $87,013-35.2% | $106,213-46.9% | $80,856-30.3% |
| Participation rate | 89.7% | 70.4%+19.2pp | 75.3%+14.4pp | 67.6%+22.0pp |
| Annual return | 14.18% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $510 | $2,395-78.7% | $3,171-83.9% | $2,755-81.5% |
| Participant deferral / active EE | $2,551 | $3,986-36.0% | $5,016-49.1% | $4,296-40.6% |
| Admin fee / account holder | $4,288 | $8,431-49.1% | $11,033-61.1% | $6,918-38.0% |