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 | $63,436 | $95,453-33.5% | $112,040-43.4% | $82,448-23.1% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.5%-4.3pp | 68.1%+4.2pp |
| Annual return | 15.68% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $454 | $2,318-80.4% | $2,954-84.6% | $2,551-82.2% |
| Participant deferral / active EE | $1,990 | $4,224-52.9% | $5,098-61.0% | $4,139-51.9% |
| Admin fee / account holder | $2,381 | $9,013-73.6% | $12,098-80.3% | $7,234-67.1% |