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 | $46,464 | $87,841-47.1% | $133,980-65.3% | $62,891-26.1% |
| Participation rate | 92.6% | 83.4%+9.2pp | 87.1%+5.5pp | 69.3%+23.3pp |
| Annual return | 6.68% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $995 | $3,483-71.4% | $5,211-80.9% | $2,281-56.4% |
| Participant deferral / active EE | $2,947 | $4,812-38.7% | $6,282-53.1% | $3,203-8.0% |
| Admin fee / account holder | $725 | $5,371-86.5% | $9,324-92.2% | $4,296-83.1% |