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 | $104,874 | $153,772-31.8% | $133,980-21.7% | $273,961-61.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 4.89% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $103 | $6,029-98.3% | $5,211-98.0% | $4,869-97.9% |
| Participant deferral / active EE | $3,103 | $6,958-55.4% | $6,282-50.6% | $5,287-41.3% |
| Admin fee / account holder | $1,357 | $11,765-88.5% | $9,324-85.4% | $10,132-86.6% |