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 7-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 | $16,526 | $54,705-69.8% | $71,209-76.8% | $84,808-80.5% |
| Participation rate | 86.0% | 64.1%+22.0pp | 73.8%+12.3pp | 68.3%+17.7pp |
| Annual return | 17.96% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $74 | $2,158-96.6% | $2,721-97.3% | $2,631-97.2% |
| Participant deferral / active EE | $3,023 | $3,030-0.2% | $4,175-27.6% | $4,212-28.2% |
| Admin fee / account holder | $522 | $4,863-89.3% | $5,349-90.2% | $7,344-92.9% |