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 | $95,803-33.8% | $113,168-43.9% | $84,808-25.2% |
| Participation rate | 72.2% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+3.9pp |
| Annual return | 15.68% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $454 | $2,360-80.7% | $2,975-84.7% | $2,631-82.7% |
| Participant deferral / active EE | $1,990 | $4,242-53.1% | $5,107-61.0% | $4,212-52.7% |
| Admin fee / account holder | $2,381 | $8,989-73.5% | $12,068-80.3% | $7,344-67.6% |