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 7-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 | $56,806 | $148,978-61.9% | $200,582-71.7% | $84,808-33.0% |
| Participation rate | 75.4% | 84.2%-8.8pp | 86.9%-11.5pp | 68.3%+7.1pp |
| Annual return | 16.09% | 28.16%-12.1pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,371 | $4,815-71.5% | $6,419-78.6% | $2,631-47.9% |
| Participant deferral / active EE | $5,136 | $7,142-28.1% | $9,331-45.0% | $4,212+21.9% |
| Admin fee / account holder | $8,666 | $13,977-38.0% | $16,305-46.9% | $7,344+18.0% |