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 | $31,576 | $52,580-39.9% | $71,671-55.9% | $70,131-55.0% |
| Participation rate | 91.5% | 60.9%+30.6pp | 68.7%+22.7pp | 69.5%+21.9pp |
| Annual return | 16.92% | 20.25%-3.3pp | 20.65%-3.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $238 | $1,616-85.3% | $2,460-90.3% | $2,342-89.9% |
| Participant deferral / active EE | $1,652 | $2,386-30.8% | $3,438-52.0% | $3,332-50.4% |
| Admin fee / account holder | $1,851 | $3,653-49.3% | $5,558-66.7% | $4,645-60.1% |