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 | $125,488 | $109,359+14.7% | $162,163-22.6% | $72,985+71.9% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 21.72% | 25.46%-3.7pp | 115.59%-93.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,167 | $3,907-70.1% | $5,614-79.2% | $2,440-52.2% |
| Participant deferral / active EE | $4,791 | $5,481-12.6% | $7,298-34.4% | $3,607+32.8% |
| Admin fee / account holder | $1,347 | $7,972-83.1% | $10,843-87.6% | $5,124-73.7% |