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 | $55,752 | $89,753-37.9% | $107,525-48.1% | $84,808-34.3% |
| Participation rate | 82.0% | 68.1%+13.9pp | 75.1%+6.9pp | 68.3%+13.7pp |
| Annual return | 14.68% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $391 | $3,113-87.4% | $3,754-89.6% | $2,631-85.1% |
| Participant deferral / active EE | $2,494 | $4,056-38.5% | $5,116-51.3% | $4,212-40.8% |
| Admin fee / account holder | $10,318 | $7,222+42.9% | $8,919+15.7% | $7,344+40.5% |