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 | $32,579 | $81,248-59.9% | $155,509-79.1% | $80,856-59.7% |
| Participation rate | 85.6% | 66.2%+19.3pp | 78.2%+7.4pp | 67.6%+17.9pp |
| Annual return | 15.77% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $339 | $3,100-89.1% | $4,672-92.7% | $2,755-87.7% |
| Participant deferral / active EE | $2,783 | $3,452-19.4% | $5,626-50.5% | $4,296-35.2% |
| Admin fee / account holder | $7,022 | $7,997-12.2% | $15,912-55.9% | $6,918+1.5% |