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 | $96,155 | $148,978-35.5% | $200,582-52.1% | $84,808+13.4% |
| Participation rate | 84.4% | 84.2%+0.1pp | 86.9%-2.5pp | 68.3%+16.1pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $776 | $4,815-83.9% | $6,419-87.9% | $2,631-70.5% |
| Participant deferral / active EE | $4,989 | $7,142-30.2% | $9,331-46.5% | $4,212+18.4% |
| Admin fee / account holder | $12,715 | $13,977-9.0% | $16,305-22.0% | $7,344+73.1% |