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 | $42,654 | $59,839-28.7% | $81,983-48.0% | $79,858-46.6% |
| Participation rate | 70.6% | 61.6%+9.0pp | 69.2%+1.3pp | 69.6%+1.0pp |
| Annual return | 15.70% | 17.56%-1.9pp | 41.31%-25.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,389 | $2,695-48.5% | $3,722-62.7% | $3,740-62.9% |
| Admin fee / account holder | $1,879 | $4,287-56.2% | $5,664-66.8% | $5,306-64.6% |