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 | $82,103 | $72,492+13.3% | $87,100-5.7% | $72,985+12.5% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 22.56% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $367 | $1,894-80.6% | $2,521-85.4% | $2,440-85.0% |
| Participant deferral / active EE | $3,928 | $3,270+20.1% | $4,049-3.0% | $3,607+8.9% |
| Admin fee / account holder | $4,187 | $5,055-17.2% | $7,497-44.2% | $5,124-18.3% |