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 | $93,830 | $72,492+29.4% | $87,100+7.7% | $72,985+28.6% |
| Participation rate | 81.0% | 72.8%+8.1pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 23.24% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $448 | $1,894-76.3% | $2,521-82.2% | $2,440-81.6% |
| Participant deferral / active EE | $2,432 | $3,270-25.6% | $4,049-39.9% | $3,607-32.6% |
| Admin fee / account holder | $675 | $5,055-86.7% | $7,497-91.0% | $5,124-86.8% |