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 | $41,389 | $181,894-77.2% | $156,549-73.6% | $273,961-84.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 5.79% | 30.74%-25.0pp | 32.23%-26.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $967 | $6,248-84.5% | $5,501-82.4% | $4,869-80.1% |
| Participant deferral / active EE | $3,354 | $5,550-39.6% | $4,871-31.1% | $5,287-36.6% |
| Admin fee / account holder | $12,306 | $15,559-20.9% | $13,027-5.5% | $10,132+21.5% |