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 | $58,725 | $56,897+3.2% | $84,750-30.7% | $62,891-6.6% |
| Participation rate | 90.9% | 68.5%+22.4pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 8.23% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-11.9pp |
| Employer contribution / active EE | $329 | $2,400-86.3% | $3,574-90.8% | $2,281-85.6% |
| Participant deferral / active EE | $3,870 | $2,709+42.9% | $3,712+4.3% | $3,203+20.8% |
| Admin fee / account holder | $2,039 | $3,581-43.1% | $5,332-61.8% | $4,296-52.5% |