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 | $99,710 | $110,257-9.6% | $96,544+3.3% | $139,434-28.5% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 21.20% | 26.32%-5.1pp | 25.84%-4.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $577 | $3,620-84.1% | $2,965-80.5% | $4,751-87.9% |
| Participant deferral / active EE | $4,964 | $5,548-10.5% | $4,851+2.3% | $6,710-26.0% |
| Admin fee / account holder | $3,605 | $11,591-68.9% | $8,252-56.3% | $11,403-68.4% |