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 | $44,537 | $71,516-37.7% | $98,439-54.8% | $71,457-37.7% |
| Participation rate | 73.1% | 72.7%+0.4pp | 75.2%-2.1pp | 67.9%+5.2pp |
| Annual return | 14.71% | 32.41%-17.7pp | 21.16%-6.4pp | 28.85%-14.1pp |
| Employer contribution / active EE | $377 | $2,399-84.3% | $3,048-87.6% | $2,588-85.4% |
| Participant deferral / active EE | $3,250 | $4,109-20.9% | $4,738-31.4% | $4,289-24.2% |
| Admin fee / account holder | $1,460 | $1,675-12.8% | $8,948-83.7% | $1,587-8.0% |