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 | $49,307 | $76,407-35.5% | $150,298-67.2% | $82,448-40.2% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.7pp | 68.1%+2.9pp |
| Annual return | 17.88% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $230 | $2,614-91.2% | $4,154-94.5% | $2,551-91.0% |
| Participant deferral / active EE | $3,563 | $3,214+10.8% | $5,453-34.7% | $4,139-13.9% |
| Admin fee / account holder | $4,101 | $6,352-35.4% | $14,116-70.9% | $7,234-43.3% |