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 | $12,106 | $52,279-76.8% | $89,391-86.5% | $79,858-84.8% |
| Participation rate | 93.8% | 57.5%+36.2pp | 68.0%+25.8pp | 69.6%+24.1pp |
| Annual return | 14.60% | 22.16%-7.6pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $70 | $1,572-95.6% | $2,586-97.3% | $2,471-97.2% |
| Participant deferral / active EE | $829 | $2,740-69.8% | $3,890-78.7% | $3,740-77.8% |
| Admin fee / account holder | $1,254 | $3,356-62.6% | $4,881-74.3% | $5,306-76.4% |