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 | $89,753-63.0% | $107,525-69.1% | $84,808-60.9% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 17.66% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $779 | $3,113-75.0% | $3,754-79.3% | $2,631-70.4% |
| Participant deferral / active EE | $3,489 | $4,056-14.0% | $5,116-31.8% | $4,212-17.2% |
| Admin fee / account holder | $390 | $7,222-94.6% | $8,919-95.6% | $7,344-94.7% |