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 | $19,739 | $68,547-71.2% | $120,354-83.6% | $80,856-75.6% |
| Participation rate | 75.0% | 61.6%+13.4pp | 71.9%+3.1pp | 67.6%+7.4pp |
| Annual return | 13.85% | 23.60%-9.7pp | 107.15%-93.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $505 | $2,051-75.4% | $3,463-85.4% | $2,755-81.7% |
| Participant deferral / active EE | $1,478 | $3,173-53.4% | $4,991-70.4% | $4,296-65.6% |
| Admin fee / account holder | $654 | $5,732-88.6% | $9,423-93.1% | $6,918-90.5% |