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 5-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 | $41,449 | $86,929-52.3% | $102,423-59.5% | $80,856-48.7% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $518 | $2,369-78.2% | $3,023-82.9% | $2,755-81.2% |
| Participant deferral / active EE | $3,172 | $4,118-23.0% | $5,053-37.2% | $4,296-26.2% |
| Admin fee / account holder | $2,924 | $8,049-63.7% | $9,451-69.1% | $6,918-57.7% |