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 | $85,618 | $95,803-10.6% | $113,168-24.3% | $84,808+1.0% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 29.84% | 25.00%+4.8pp | 24.27%+5.6pp | 40.90%-11.1pp |
| Employer contribution / active EE | $495 | $2,360-79.0% | $2,975-83.4% | $2,631-81.2% |
| Participant deferral / active EE | $2,682 | $4,242-36.8% | $5,107-47.5% | $4,212-36.3% |
| Admin fee / account holder | $715 | $8,989-92.0% | $12,068-94.1% | $7,344-90.3% |