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 | $52,025 | $109,359-52.4% | $162,163-67.9% | $72,985-28.7% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | 26.29% | 25.46%+0.8pp | 115.59%-89.3pp | 81.00%-54.7pp |
| Employer contribution / active EE | $809 | $3,907-79.3% | $5,614-85.6% | $2,440-66.9% |
| Participant deferral / active EE | $6,916 | $5,481+26.2% | $7,298-5.2% | $3,607+91.7% |
| Admin fee / account holder | $11,326 | $7,972+42.1% | $10,843+4.5% | $5,124+121.0% |