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 | $95,453-19.3% | $112,040-31.3% | $82,448-6.6% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 17.13% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $657 | $2,318-71.7% | $2,954-77.8% | $2,551-74.3% |
| Participant deferral / active EE | $4,099 | $4,224-3.0% | $5,098-19.6% | $4,139-1.0% |
| Admin fee / account holder | $2,744 | $9,013-69.6% | $12,098-77.3% | $7,234-62.1% |