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 | $16,889 | $48,076-64.9% | $78,689-78.5% | $62,891-73.1% |
| Participation rate | 90.4% | 65.2%+25.2pp | 73.6%+16.8pp | 69.3%+21.1pp |
| Annual return | 4.79% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $86 | $2,015-95.7% | $2,851-97.0% | $2,281-96.2% |
| Participant deferral / active EE | $1,145 | $2,588-55.8% | $3,517-67.5% | $3,203-64.3% |
| Admin fee / account holder | $4,021 | $3,207+25.4% | $4,510-10.9% | $4,296-6.4% |