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 | $26,222 | $60,022-56.3% | $88,946-70.5% | $84,808-69.1% |
| Participation rate | 88.2% | 57.8%+30.4pp | 68.8%+19.4pp | 68.3%+19.9pp |
| Annual return | 14.49% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $130 | $1,703-92.4% | $2,555-94.9% | $2,631-95.1% |
| Participant deferral / active EE | $1,616 | $3,114-48.1% | $4,581-64.7% | $4,212-61.6% |
| Admin fee / account holder | $754 | $4,811-84.3% | $8,261-90.9% | $7,344-89.7% |