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 | $75,523 | $95,803-21.2% | $113,168-33.3% | $84,808-10.9% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 15.06% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $685 | $2,360-71.0% | $2,975-77.0% | $2,631-74.0% |
| Participant deferral / active EE | $3,266 | $4,242-23.0% | $5,107-36.0% | $4,212-22.5% |
| Admin fee / account holder | $8,059 | $8,989-10.3% | $12,068-33.2% | $7,344+9.7% |