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 3-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 | $45,847 | $80,717-43.2% | $154,803-70.4% | $84,808-45.9% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $277 | $2,761-90.0% | $4,305-93.6% | $2,631-89.5% |
| Participant deferral / active EE | $3,357 | $3,303+1.6% | $5,540-39.4% | $4,212-20.3% |
| Admin fee / account holder | $1,684 | $6,746-75.0% | $14,329-88.2% | $7,344-77.1% |