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 | $62,810 | $88,707-29.2% | $74,183-15.3% | $273,961-77.1% |
| Participation rate | 78.3% | 79.4%-1.2pp | 76.6%+1.6pp | 83.0%-4.8pp |
| Annual return | 10.67% | 11.94%-1.3pp | 17.74%-7.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,841 | $4,212-56.3% | $3,550-48.1% | $5,287-65.2% |
| Admin fee / account holder | $3,693 | $8,717-57.6% | $5,586-33.9% | $10,132-63.5% |