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 | $100,272 | $86,929+15.3% | $102,423-2.1% | $80,856+24.0% |
| Participation rate | 79.5% | 72.4%+7.2pp | 76.5%+3.1pp | 67.6%+11.9pp |
| Annual return | 15.25% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $478 | $2,369-79.8% | $3,023-84.2% | $2,755-82.7% |
| Participant deferral / active EE | $3,457 | $4,118-16.0% | $5,053-31.6% | $4,296-19.5% |
| Admin fee / account holder | $1,616 | $8,049-79.9% | $9,451-82.9% | $6,918-76.6% |