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 | $78,633 | $95,803-17.9% | $113,168-30.5% | $84,808-7.3% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 20.63% | 25.00%-4.4pp | 24.27%-3.6pp | 40.90%-20.3pp |
| Employer contribution / active EE | $541 | $2,360-77.1% | $2,975-81.8% | $2,631-79.5% |
| Participant deferral / active EE | $5,327 | $4,242+25.6% | $5,107+4.3% | $4,212+26.5% |
| Admin fee / account holder | $2,926 | $8,989-67.4% | $12,068-75.8% | $7,344-60.2% |