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 | $77,023 | $95,803-19.6% | $113,168-31.9% | $84,808-9.2% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 17.13% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $657 | $2,360-72.2% | $2,975-77.9% | $2,631-75.0% |
| Participant deferral / active EE | $4,099 | $4,242-3.4% | $5,107-19.7% | $4,212-2.7% |
| Admin fee / account holder | $2,744 | $8,989-69.5% | $12,068-77.3% | $7,344-62.6% |