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 | $67,981 | $123,793-45.1% | $177,821-61.8% | $79,858-14.9% |
| Participation rate | 81.3% | 84.7%-3.4pp | 87.7%-6.5pp | 69.6%+11.6pp |
| Annual return | 17.77% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $213 | $4,095-94.8% | $5,918-96.4% | $2,471-91.4% |
| Participant deferral / active EE | $4,077 | $5,956-31.6% | $7,714-47.2% | $3,740+9.0% |
| Admin fee / account holder | $6,664 | $7,243-8.0% | $12,427-46.4% | $5,306+25.6% |