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 | $23,658 | $52,580-55.0% | $71,671-67.0% | $70,131-66.3% |
| Participation rate | 74.1% | 60.9%+13.2pp | 68.7%+5.3pp | 69.5%+4.5pp |
| Annual return | 16.56% | 20.25%-3.7pp | 20.65%-4.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $218 | $1,616-86.5% | $2,460-91.1% | $2,342-90.7% |
| Participant deferral / active EE | $1,828 | $2,386-23.4% | $3,438-46.8% | $3,332-45.1% |
| Admin fee / account holder | $1,084 | $3,653-70.3% | $5,558-80.5% | $4,645-76.7% |