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 9-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 | $141,956 | $109,413+29.7% | $156,263-9.2% | $84,808+67.4% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 18.69% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $175 | $2,907-94.0% | $4,333-96.0% | $2,631-93.3% |
| Participant deferral / active EE | $2,677 | $4,590-41.7% | $6,158-56.5% | $4,212-36.4% |
| Admin fee / account holder | $6,091 | $9,357-34.9% | $14,255-57.3% | $7,344-17.1% |