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 | $113,103 | $108,825+3.9% | $156,181-27.6% | $82,448+37.2% |
| Participation rate | 83.9% | 72.4%+11.5pp | 78.8%+5.0pp | 68.1%+15.8pp |
| Annual return | 18.26% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $501 | $2,870-82.5% | $4,294-88.3% | $2,551-80.4% |
| Participant deferral / active EE | $3,997 | $4,577-12.7% | $6,132-34.8% | $4,139-3.4% |
| Admin fee / account holder | $2,672 | $9,341-71.4% | $14,586-81.7% | $7,234-63.1% |