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 | $15,106 | $43,423-65.2% | $78,689-80.8% | $55,167-72.6% |
| Participation rate | 70.5% | 68.0%+2.4pp | 73.6%-3.1pp | 69.0%+1.5pp |
| Annual return | 8.92% | 11.53%-2.6pp | 62.18%-53.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $55 | $1,997-97.2% | $2,851-98.1% | $1,963-97.2% |
| Participant deferral / active EE | $860 | $2,509-65.7% | $3,517-75.5% | $3,054-71.8% |
| Admin fee / account holder | $633 | $416+52.1% | $4,510-86.0% | $504+25.6% |