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 | $49,440 | $67,606-26.9% | $82,313-39.9% | $70,131-29.5% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.0pp |
| Annual return | 12.74% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $216 | $1,755-87.7% | $2,428-91.1% | $2,342-90.8% |
| Participant deferral / active EE | $2,398 | $2,987-19.7% | $3,706-35.3% | $3,332-28.0% |
| Admin fee / account holder | $4,650 | $4,512+3.1% | $5,608-17.1% | $4,645+0.1% |