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 | $45,951 | $65,365-29.7% | $92,893-50.5% | $72,985-37.0% |
| Participation rate | 75.5% | 68.3%+7.2pp | 76.0%-0.5pp | 69.5%+6.0pp |
| Annual return | 19.57% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $372 | $2,594-85.7% | $3,653-89.8% | $2,440-84.8% |
| Participant deferral / active EE | $2,593 | $3,128-17.1% | $4,236-38.8% | $3,607-28.1% |
| Admin fee / account holder | $5,042 | $4,251+18.6% | $5,794-13.0% | $5,124-1.6% |