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 | $56,880 | $68,547-17.0% | $120,354-52.7% | $80,856-29.7% |
| Participation rate | 73.6% | 61.6%+12.0pp | 71.9%+1.7pp | 67.6%+5.9pp |
| Annual return | 15.46% | 23.60%-8.1pp | 107.15%-91.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $513 | $2,051-75.0% | $3,463-85.2% | $2,755-81.4% |
| Participant deferral / active EE | $2,365 | $3,173-25.5% | $4,991-52.6% | $4,296-44.9% |
| Admin fee / account holder | $1,375 | $5,732-76.0% | $9,423-85.4% | $6,918-80.1% |