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 | $82,784 | $73,787+12.2% | $98,716-16.1% | $82,448+0.4% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.3%+27.0pp | 68.1%+28.2pp |
| Annual return | 14.45% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $178 | $1,511-88.2% | $2,279-92.2% | $2,551-93.0% |
| Participant deferral / active EE | $3,821 | $3,081+24.0% | $4,048-5.6% | $4,139-7.7% |
| Admin fee / account holder | $8,765 | $6,500+34.8% | $8,703+0.7% | $7,234+21.2% |