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 | $62,680 | $80,968-22.6% | $96,544-35.1% | $75,163-16.6% |
| Participation rate | 74.0% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.8pp |
| Annual return | 14.68% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-145.9pp |
| Employer contribution / active EE | $465 | $2,282-79.6% | $2,965-84.3% | $2,670-82.6% |
| Participant deferral / active EE | $6,179 | $3,928+57.3% | $4,851+27.4% | $4,125+49.8% |
| Admin fee / account holder | $10,424 | $6,724+55.0% | $8,252+26.3% | $5,651+84.5% |