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 | $65,767 | $86,929-24.3% | $102,423-35.8% | $80,856-18.7% |
| Participation rate | 72.9% | 72.4%+0.5pp | 76.5%-3.6pp | 67.6%+5.2pp |
| Annual return | 11.52% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $524 | $2,369-77.9% | $3,023-82.7% | $2,755-81.0% |
| Participant deferral / active EE | $7,022 | $4,118+70.5% | $5,053+39.0% | $4,296+63.5% |
| Admin fee / account holder | $8,974 | $8,049+11.5% | $9,451-5.0% | $6,918+29.7% |