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 | $46,767 | $176,812-73.5% | $146,665-68.1% | $167,490-72.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.85% | 24.03%-11.2pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $826 | $5,160-84.0% | $4,136-80.0% | $4,837-82.9% |
| Participant deferral / active EE | $7,119 | $6,440+10.5% | $5,506+29.3% | $6,341+12.3% |
| Admin fee / account holder | $5,825 | $13,259-56.1% | $10,280-43.3% | $12,309-52.7% |