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 | $49,321 | $67,606-27.0% | $82,313-40.1% | $70,131-29.7% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.1pp | 69.5%+23.4pp |
| Annual return | 20.49% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $222 | $1,755-87.4% | $2,428-90.9% | $2,342-90.5% |
| Participant deferral / active EE | $8,625 | $2,987+188.8% | $3,706+132.7% | $3,332+158.9% |
| Admin fee / account holder | $3,966 | $4,512-12.1% | $5,608-29.3% | $4,645-14.6% |