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 | $86,570 | $72,277+19.8% | $101,248-14.5% | $79,858+8.4% |
| Participation rate | 82.0% | 68.5%+13.5pp | 75.8%+6.2pp | 69.6%+12.4pp |
| Annual return | 13.94% | 22.30%-8.4pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $306 | $2,692-88.6% | $3,660-91.6% | $2,471-87.6% |
| Participant deferral / active EE | $3,581 | $3,282+9.1% | $4,370-18.1% | $3,740-4.3% |
| Admin fee / account holder | $1,346 | $4,400-69.4% | $5,945-77.4% | $5,306-74.6% |