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 | $47,346 | $57,828-18.1% | $117,039-59.5% | $70,131-32.5% |
| Participation rate | 80.2% | 67.1%+13.1pp | 77.2%+3.0pp | 69.5%+10.7pp |
| Annual return | 16.54% | 17.55%-1.0pp | 18.95%-2.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $312 | $1,816-82.8% | $3,785-91.8% | $2,342-86.7% |
| Participant deferral / active EE | $1,650 | $2,438-32.3% | $3,929-58.0% | $3,332-50.5% |
| Admin fee / account holder | $2,244 | $3,548-36.7% | $5,974-62.4% | $4,645-51.7% |