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 | $65,902 | $96,484-31.7% | $75,886-13.2% | $152,861-56.9% |
| Participation rate | 77.3% | 76.2%+1.1pp | 69.3%+8.0pp | 82.4%-5.2pp |
| Annual return | 17.25% | 33.98%-16.7pp | 30.76%-13.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $485 | $3,309-85.4% | $2,500-80.6% | $4,762-89.8% |
| Participant deferral / active EE | $2,955 | $4,553-35.1% | $3,603-18.0% | $5,850-49.5% |
| Admin fee / account holder | $2,076 | $8,078-74.3% | $5,418-61.7% | $11,596-82.1% |