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 | $46,237 | $60,349-23.4% | $74,183-37.7% | $62,891-26.5% |
| Participation rate | 73.3% | 72.7%+0.6pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 6.48% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $298 | $1,680-82.3% | $2,370-87.4% | $2,281-86.9% |
| Participant deferral / active EE | $1,825 | $2,856-36.1% | $3,550-48.6% | $3,203-43.0% |
| Admin fee / account holder | $2,130 | $4,261-50.0% | $5,586-61.9% | $4,296-50.4% |