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 | $50,138 | $109,359-54.2% | $162,163-69.1% | $72,985-31.3% |
| Participation rate | 73.9% | 84.3%-10.3pp | 87.6%-13.6pp | 69.5%+4.4pp |
| Annual return | 20.89% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $981 | $3,907-74.9% | $5,614-82.5% | $2,440-59.8% |
| Participant deferral / active EE | $2,628 | $5,481-52.1% | $7,298-64.0% | $3,607-27.2% |
| Admin fee / account holder | $1,605 | $7,972-79.9% | $10,843-85.2% | $5,124-68.7% |