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 | $25,510 | $53,777-52.6% | $134,143-81.0% | $79,858-68.1% |
| Participation rate | 86.5% | 58.8%+27.7pp | 72.2%+14.3pp | 69.6%+16.9pp |
| Annual return | 13.79% | 19.01%-5.2pp | 36.33%-22.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $239 | $1,321-81.9% | $3,704-93.6% | $2,471-90.3% |
| Participant deferral / active EE | $1,570 | $2,420-35.1% | $3,499-55.1% | $3,740-58.0% |
| Admin fee / account holder | $1,867 | $3,984-53.1% | $6,684-72.1% | $5,306-64.8% |