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 | $27,914 | $132,239-78.9% | $105,722-73.6% | $273,961-89.8% |
| Participation rate | 90.0% | 83.2%+6.8pp | 78.9%+11.1pp | 83.0%+7.0pp |
| Annual return | 4.65% | 10.07%-5.4pp | 12.25%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $208 | $4,867-95.7% | $4,079-94.9% | $4,869-95.7% |
| Participant deferral / active EE | $2,676 | $6,233-57.1% | $5,326-49.7% | $5,287-49.4% |
| Admin fee / account holder | $3,447 | $12,032-71.4% | $8,308-58.5% | $10,132-66.0% |