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 | $96,197 | $86,929+10.7% | $102,423-6.1% | $80,856+19.0% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.2pp |
| Annual return | 13.41% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $394 | $2,369-83.4% | $3,023-87.0% | $2,755-85.7% |
| Participant deferral / active EE | $3,719 | $4,118-9.7% | $5,053-26.4% | $4,296-13.4% |
| Admin fee / account holder | $1,255 | $8,049-84.4% | $9,451-86.7% | $6,918-81.9% |