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 | $18,061 | $49,177-63.3% | $79,464-77.3% | $64,186-71.9% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | 7.23% | -1.16%+8.4pp | 718.14%-710.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $221 | $2,076-89.4% | $2,800-92.1% | $2,381-90.7% |
| Participant deferral / active EE | $884 | $2,821-68.7% | $3,704-76.1% | $3,470-74.5% |
| Admin fee / account holder | $360 | $3,839-90.6% | $5,113-93.0% | $4,888-92.6% |