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 | $81,241 | $109,413-25.7% | $156,263-48.0% | $84,808-4.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.84% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $718 | $2,907-75.3% | $4,333-83.4% | $2,631-72.7% |
| Participant deferral / active EE | $4,489 | $4,590-2.2% | $6,158-27.1% | $4,212+6.6% |
| Admin fee / account holder | $787 | $9,357-91.6% | $14,255-94.5% | $7,344-89.3% |