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 | $44,003 | $103,376-57.4% | $87,100-49.5% | $152,861-71.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 31.35% | 28.10%+3.3pp | 28.19%+3.2pp | 345.32%-314.0pp |
| Employer contribution / active EE | $279 | $3,220-91.3% | $2,521-88.9% | $4,762-94.1% |
| Participant deferral / active EE | $2,786 | $4,778-41.7% | $4,049-31.2% | $5,850-52.4% |
| Admin fee / account holder | $5,541 | $12,205-54.6% | $7,497-26.1% | $11,596-52.2% |