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 | $65,904 | $94,625-30.4% | $116,228-43.3% | $84,808-22.3% |
| Participation rate | 73.2% | 70.4%+2.8pp | 74.6%-1.3pp | 68.3%+4.9pp |
| Annual return | 15.26% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $418 | $2,347-82.2% | $2,994-86.0% | $2,631-84.1% |
| Participant deferral / active EE | $2,383 | $3,972-40.0% | $4,953-51.9% | $4,212-43.4% |
| Admin fee / account holder | $1,775 | $10,091-82.4% | $11,989-85.2% | $7,344-75.8% |