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 | $50,513 | $61,605-18.0% | $112,229-55.0% | $75,163-32.8% |
| Participation rate | 72.0% | 61.7%+10.3pp | 72.4%-0.4pp | 67.2%+4.8pp |
| Annual return | 23.19% | 28.47%-5.3pp | 30.20%-7.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $502 | $2,015-75.1% | $3,430-85.4% | $2,670-81.2% |
| Participant deferral / active EE | $2,428 | $3,108-21.9% | $4,798-49.4% | $4,125-41.1% |
| Admin fee / account holder | $2,276 | $4,862-53.2% | $7,748-70.6% | $5,651-59.7% |