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 | $90,261 | $89,698+0.6% | $103,476-12.8% | $80,856+11.6% |
| Participation rate | 73.7% | 76.0%-2.3pp | 80.5%-6.8pp | 67.6%+6.0pp |
| Annual return | 19.62% | 22.78%-3.2pp | 23.90%-4.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $500 | $4,018-87.6% | $4,672-89.3% | $2,755-81.9% |
| Participant deferral / active EE | $2,927 | $5,456-46.3% | $6,623-55.8% | $4,296-31.9% |
| Admin fee / account holder | $2,674 | $6,768-60.5% | $9,413-71.6% | $6,918-61.3% |