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 | $34,432 | $77,314-55.5% | $177,989-80.7% | $80,856-57.4% |
| Participation rate | 82.4% | 65.7%+16.7pp | 77.1%+5.3pp | 67.6%+14.8pp |
| Annual return | 16.47% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $164 | $2,292-92.8% | $3,949-95.8% | $2,755-94.0% |
| Participant deferral / active EE | $2,492 | $4,411-43.5% | $6,276-60.3% | $4,296-42.0% |
| Admin fee / account holder | $2,013 | $7,191-72.0% | $10,363-80.6% | $6,918-70.9% |