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 | $84,613 | $77,896+8.6% | $134,172-36.9% | $82,448+2.6% |
| Participation rate | 80.6% | 62.8%+17.9pp | 72.5%+8.2pp | 68.1%+12.6pp |
| Annual return | 13.33% | 18.21%-4.9pp | 25.30%-12.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $271 | $2,159-87.4% | $3,420-92.1% | $2,551-89.4% |
| Participant deferral / active EE | $1,601 | $3,162-49.4% | $4,690-65.9% | $4,139-61.3% |
| Admin fee / account holder | $2,502 | $6,336-60.5% | $12,016-79.2% | $7,234-65.4% |