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 | $79,409 | $86,929-8.7% | $102,423-22.5% | $80,856-1.8% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 13.11% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $563 | $2,369-76.2% | $3,023-81.4% | $2,755-79.5% |
| Participant deferral / active EE | $3,482 | $4,118-15.5% | $5,053-31.1% | $4,296-19.0% |
| Admin fee / account holder | $6,795 | $8,049-15.6% | $9,451-28.1% | $6,918-1.8% |