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 | $85,495 | $148,978-42.6% | $200,582-57.4% | $84,808+0.8% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 26.17% | 28.16%-2.0pp | 42.33%-16.2pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,367 | $4,815-71.6% | $6,419-78.7% | $2,631-48.0% |
| Participant deferral / active EE | $5,287 | $7,142-26.0% | $9,331-43.3% | $4,212+25.5% |
| Admin fee / account holder | $2,320 | $13,977-83.4% | $16,305-85.8% | $7,344-68.4% |