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 | $148,783 | $153,772-3.2% | $133,980+11.0% | $273,961-45.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 6.53% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $509 | $6,029-91.6% | $5,211-90.2% | $4,869-89.5% |
| Participant deferral / active EE | $3,541 | $6,958-49.1% | $6,282-43.6% | $5,287-33.0% |
| Admin fee / account holder | $1,030 | $11,765-91.2% | $9,324-89.0% | $10,132-89.8% |