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 | $46,486 | $72,277-35.7% | $101,248-54.1% | $79,858-41.8% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 12.22% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $300 | $2,692-88.9% | $3,660-91.8% | $2,471-87.9% |
| Participant deferral / active EE | $2,963 | $3,282-9.7% | $4,370-32.2% | $3,740-20.8% |
| Admin fee / account holder | $397 | $4,400-91.0% | $5,945-93.3% | $5,306-92.5% |