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 | $61,774 | $153,772-59.8% | $133,980-53.9% | $273,961-77.5% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.1%+7.7pp | 83.0%+11.7pp |
| Annual return | 5.31% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $861 | $6,029-85.7% | $5,211-83.5% | $4,869-82.3% |
| Participant deferral / active EE | $7,267 | $6,958+4.4% | $6,282+15.7% | $5,287+37.5% |
| Admin fee / account holder | $2,346 | $11,765-80.1% | $9,324-74.8% | $10,132-76.8% |