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 | $24,640 | $65,365-62.3% | $92,893-73.5% | $72,985-66.2% |
| Participation rate | 71.7% | 68.3%+3.4pp | 76.0%-4.3pp | 69.5%+2.2pp |
| Annual return | 21.45% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $302 | $2,594-88.3% | $3,653-91.7% | $2,440-87.6% |
| Participant deferral / active EE | $1,309 | $3,128-58.2% | $4,236-69.1% | $3,607-63.7% |
| Admin fee / account holder | $407 | $4,251-90.4% | $5,794-93.0% | $5,124-92.1% |