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 | $30,002 | $86,929-65.5% | $102,423-70.7% | $80,856-62.9% |
| Participation rate | 97.9% | 72.4%+25.6pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 13.12% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $518 | $2,369-78.1% | $3,023-82.9% | $2,755-81.2% |
| Participant deferral / active EE | $4,685 | $4,118+13.8% | $5,053-7.3% | $4,296+9.1% |
| Admin fee / account holder | $2,252 | $8,049-72.0% | $9,451-76.2% | $6,918-67.4% |