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 | $105,478 | $96,557+9.2% | $80,975+30.3% | $273,961-61.5% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 7.72% | 15.14%-7.4pp | 17.10%-9.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $147 | $4,868-97.0% | $3,714-96.0% | $4,869-97.0% |
| Participant deferral / active EE | $6,401 | $6,598-3.0% | $5,696+12.4% | $5,287+21.1% |
| Admin fee / account holder | $2,309 | $7,492-69.2% | $5,516-58.1% | $10,132-77.2% |