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 | $156,697 | $87,013+80.1% | $106,213+47.5% | $80,856+93.8% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.6%+5.7pp |
| Annual return | 10.90% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $470 | $2,395-80.4% | $3,171-85.2% | $2,755-83.0% |
| Participant deferral / active EE | $3,859 | $3,986-3.2% | $5,016-23.1% | $4,296-10.2% |
| Admin fee / account holder | $17,125 | $8,431+103.1% | $11,033+55.2% | $6,918+147.5% |