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 | $41,085 | $65,365-37.1% | $92,893-55.8% | $72,985-43.7% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 19.37% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $460 | $2,594-82.3% | $3,653-87.4% | $2,440-81.2% |
| Participant deferral / active EE | $1,798 | $3,128-42.5% | $4,236-57.6% | $3,607-50.2% |
| Admin fee / account holder | $484 | $4,251-88.6% | $5,794-91.7% | $5,124-90.6% |