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 | $50,086 | $74,927-33.2% | $101,794-50.8% | $84,808-40.9% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.2%+17.1pp | 68.3%+18.0pp |
| Annual return | 13.24% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $296 | $1,522-80.6% | $2,289-87.1% | $2,631-88.8% |
| Participant deferral / active EE | $1,955 | $3,099-36.9% | $4,084-52.1% | $4,212-53.6% |
| Admin fee / account holder | $7,908 | $6,514+21.4% | $8,777-9.9% | $7,344+7.7% |