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 | $117,488 | $93,571+25.6% | $135,903-13.6% | $75,163+56.3% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.5pp | 67.2%+25.3pp |
| Annual return | 17.04% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $660 | $3,537-81.3% | $4,856-86.4% | $2,670-75.3% |
| Participant deferral / active EE | $6,839 | $6,404+6.8% | $7,758-11.8% | $4,125+65.8% |
| Admin fee / account holder | $1,296 | $6,975-81.4% | $10,762-88.0% | $5,651-77.1% |