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 | $95,025 | $86,922+9.3% | $102,438-7.2% | $80,874+17.5% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 15.63% | 18.90%-3.3pp | 29.37%-13.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $512 | $2,369-78.4% | $3,024-83.1% | $2,756-81.4% |
| Participant deferral / active EE | $3,382 | $4,119-17.9% | $5,054-33.1% | $4,297-21.3% |
| Admin fee / account holder | $5,666 | $8,050-29.6% | $9,448-40.0% | $6,935-18.3% |