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 | $53,812 | $153,772-65.0% | $133,980-59.8% | $273,961-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.03% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,044 | $6,029-82.7% | $5,211-80.0% | $4,869-78.6% |
| Participant deferral / active EE | $7,331 | $6,958+5.4% | $6,282+16.7% | $5,287+38.7% |
| Admin fee / account holder | $468 | $11,765-96.0% | $9,324-95.0% | $10,132-95.4% |