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 | $35,101 | $80,968-56.6% | $96,544-63.6% | $75,163-53.3% |
| Participation rate | 92.2% | 71.8%+20.4pp | 76.0%+16.2pp | 67.2%+25.0pp |
| Annual return | 13.40% | 27.06%-13.7pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $628 | $2,282-72.5% | $2,965-78.8% | $2,670-76.5% |
| Participant deferral / active EE | $3,382 | $3,928-13.9% | $4,851-30.3% | $4,125-18.0% |
| Admin fee / account holder | $6,432 | $6,724-4.4% | $8,252-22.1% | $5,651+13.8% |