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 | $100,905 | $86,922+16.1% | $102,438-1.5% | $80,874+24.8% |
| Participation rate | 72.7% | 72.4%+0.3pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 19.23% | 18.90%+0.3pp | 29.37%-10.1pp | 35.62%-16.4pp |
| Employer contribution / active EE | $559 | $2,369-76.4% | $3,024-81.5% | $2,756-79.7% |
| Participant deferral / active EE | $2,974 | $4,119-27.8% | $5,054-41.1% | $4,297-30.8% |
| Admin fee / account holder | $4,388 | $8,050-45.5% | $9,448-53.6% | $6,935-36.7% |