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 | $50,988 | $148,978-65.8% | $200,582-74.6% | $84,808-39.9% |
| Participation rate | 80.6% | 84.2%-3.7pp | 86.9%-6.3pp | 68.3%+12.2pp |
| Annual return | 14.90% | 28.16%-13.3pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,336 | $4,815-72.2% | $6,419-79.2% | $2,631-49.2% |
| Participant deferral / active EE | $3,773 | $7,142-47.2% | $9,331-59.6% | $4,212-10.4% |
| Admin fee / account holder | $1,385 | $13,977-90.1% | $16,305-91.5% | $7,344-81.1% |