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 | $69,392 | $95,453-27.3% | $112,040-38.1% | $82,448-15.8% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 15.44% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $612 | $2,318-73.6% | $2,954-79.3% | $2,551-76.0% |
| Participant deferral / active EE | $5,586 | $4,224+32.3% | $5,098+9.6% | $4,139+35.0% |
| Admin fee / account holder | $14,870 | $9,013+65.0% | $12,098+22.9% | $7,234+105.6% |