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 | $30,262 | $53,777-43.7% | $134,143-77.4% | $79,858-62.1% |
| Participation rate | 86.1% | 58.8%+27.3pp | 72.2%+13.9pp | 69.6%+16.5pp |
| Annual return | 19.46% | 19.01%+0.4pp | 36.33%-16.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,248 | $2,420-48.5% | $3,499-64.3% | $3,740-66.6% |
| Admin fee / account holder | $6,794 | $3,984+70.5% | $6,684+1.6% | $5,306+28.0% |