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 | $87,158 | $153,772-43.3% | $133,980-34.9% | $273,961-68.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 11.85% | 36.51%-24.7pp | 29.30%-17.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,111 | $6,029-81.6% | $5,211-78.7% | $4,869-77.2% |
| Participant deferral / active EE | $9,000 | $6,958+29.3% | $6,282+43.3% | $5,287+70.2% |
| Admin fee / account holder | $2,747 | $11,765-76.7% | $9,324-70.5% | $10,132-72.9% |