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 | $24,190 | $70,475-65.7% | $100,516-75.9% | $79,858-69.7% |
| Participation rate | 88.1% | 73.7%+14.4pp | 79.4%+8.7pp | 69.6%+18.5pp |
| Annual return | 44.07% | 21.90%+22.2pp | 30.89%+13.2pp | 31.71%+12.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,541 | $5,181+45.6% | $6,270+20.3% | $3,740+101.6% |
| Admin fee / account holder | $7,067 | $4,478+57.8% | $8,081-12.5% | $5,306+33.2% |