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 6-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 | $47,482 | $95,453-50.3% | $112,040-57.6% | $82,448-42.4% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.5%-0.4pp | 68.1%+8.0pp |
| Annual return | 20.12% | 23.92%-3.8pp | 24.52%-4.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $201 | $2,318-91.3% | $2,954-93.2% | $2,551-92.1% |
| Participant deferral / active EE | $8,264 | $4,224+95.6% | $5,098+62.1% | $4,139+99.6% |
| Admin fee / account holder | $5,308 | $9,013-41.1% | $12,098-56.1% | $7,234-26.6% |