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 | $85,928 | $95,803-10.3% | $113,168-24.1% | $84,808+1.3% |
| Participation rate | 91.8% | 72.9%+18.9pp | 76.6%+15.2pp | 68.3%+23.5pp |
| Annual return | 15.48% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $610 | $2,360-74.1% | $2,975-79.5% | $2,631-76.8% |
| Participant deferral / active EE | $8,202 | $4,242+93.3% | $5,107+60.6% | $4,212+94.7% |
| Admin fee / account holder | $2,356 | $8,989-73.8% | $12,068-80.5% | $7,344-67.9% |