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 | $55,375 | $181,894-69.6% | $156,549-64.6% | $273,961-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $828 | $6,248-86.7% | $5,501-84.9% | $4,869-83.0% |
| Participant deferral / active EE | $6,600 | $5,550+18.9% | $4,871+35.5% | $5,287+24.8% |
| Admin fee / account holder | $446 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |