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 | $76,215 | $91,552-16.8% | $133,956-43.1% | $79,858-4.6% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.3pp |
| Annual return | 11.47% | 61.85%-50.4pp | 45.09%-33.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $482 | $2,384-79.8% | $3,919-87.7% | $2,471-80.5% |
| Participant deferral / active EE | $2,976 | $3,733-20.3% | $5,048-41.0% | $3,740-20.4% |
| Admin fee / account holder | $9,774 | $6,321+54.6% | $8,927+9.5% | $5,306+84.2% |