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 | $26,248 | $72,277-63.7% | $101,248-74.1% | $79,858-67.1% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.8%-2.0pp | 69.6%+4.1pp |
| Annual return | 14.10% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $366 | $2,692-86.4% | $3,660-90.0% | $2,471-85.2% |
| Participant deferral / active EE | $1,634 | $3,282-50.2% | $4,370-62.6% | $3,740-56.3% |
| Admin fee / account holder | $2,118 | $4,400-51.9% | $5,945-64.4% | $5,306-60.1% |