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 | $53,406 | $60,349-11.5% | $74,183-28.0% | $62,891-15.1% |
| Participation rate | 78.6% | 72.7%+5.8pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 7.84% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $200 | $1,680-88.1% | $2,370-91.6% | $2,281-91.2% |
| Participant deferral / active EE | $3,154 | $2,856+10.4% | $3,550-11.1% | $3,203-1.5% |
| Admin fee / account holder | $2,391 | $4,261-43.9% | $5,586-57.2% | $4,296-44.3% |