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 8-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 | $67,418 | $109,359-38.4% | $162,163-58.4% | $72,985-7.6% |
| Participation rate | 77.3% | 84.3%-7.0pp | 87.6%-10.3pp | 69.5%+7.8pp |
| Annual return | 20.76% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,127 | $3,907-71.2% | $5,614-79.9% | $2,440-53.8% |
| Participant deferral / active EE | $2,732 | $5,481-50.2% | $7,298-62.6% | $3,607-24.3% |
| Admin fee / account holder | $4,843 | $7,972-39.2% | $10,843-55.3% | $5,124-5.5% |