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 | $18,624 | $61,605-69.8% | $112,229-83.4% | $75,163-75.2% |
| Participation rate | 82.6% | 61.7%+20.9pp | 72.4%+10.2pp | 67.2%+15.4pp |
| Annual return | 14.65% | 28.47%-13.8pp | 30.20%-15.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $427 | $2,015-78.8% | $3,430-87.6% | $2,670-84.0% |
| Participant deferral / active EE | $1,649 | $3,108-46.9% | $4,798-65.6% | $4,125-60.0% |
| Admin fee / account holder | $6,341 | $4,862+30.4% | $7,748-18.2% | $5,651+12.2% |