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 | $33,181 | $88,672-62.6% | $105,223-68.5% | $82,448-59.8% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | 17.66% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $779 | $3,048-74.5% | $3,689-78.9% | $2,551-69.5% |
| Participant deferral / active EE | $3,489 | $4,036-13.5% | $5,072-31.2% | $4,139-15.7% |
| Admin fee / account holder | $390 | $7,146-94.5% | $8,859-95.6% | $7,234-94.6% |