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 | $56,053 | $81,460-31.2% | $103,333-45.8% | $80,856-30.7% |
| Participation rate | 87.0% | 66.8%+20.2pp | 74.5%+12.5pp | 67.6%+19.4pp |
| Annual return | 14.88% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $566 | $3,105-81.8% | $3,868-85.4% | $2,755-79.5% |
| Participant deferral / active EE | $3,805 | $3,869-1.7% | $5,057-24.8% | $4,296-11.4% |
| Admin fee / account holder | $2,878 | $6,566-56.2% | $8,355-65.6% | $6,918-58.4% |