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 | $60,524 | $72,277-16.3% | $101,248-40.2% | $79,858-24.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.58% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $396 | $2,692-85.3% | $3,660-89.2% | $2,471-84.0% |
| Participant deferral / active EE | $3,336 | $3,282+1.7% | $4,370-23.7% | $3,740-10.8% |
| Admin fee / account holder | $1,098 | $4,400-75.0% | $5,945-81.5% | $5,306-79.3% |