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 | $52,155 | $62,672-16.8% | $185,117-71.8% | $70,131-25.6% |
| Participation rate | 73.3% | 63.8%+9.6pp | 77.3%-3.9pp | 69.5%+3.8pp |
| Annual return | 16.50% | 40.79%-24.3pp | 40.50%-24.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,953 | $3,272-9.7% | $5,045-41.5% | $3,332-11.4% |
| Admin fee / account holder | $3,933 | $3,9320% | $8,159-51.8% | $4,645-15.3% |