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 | $69,728 | $101,724-31.5% | $164,813-57.7% | $80,856-13.8% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 13.62% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $287 | $2,953-90.3% | $4,341-93.4% | $2,755-89.6% |
| Participant deferral / active EE | $4,781 | $4,477+6.8% | $6,031-20.7% | $4,296+11.3% |
| Admin fee / account holder | $11,426 | $8,227+38.9% | $12,690-10.0% | $6,918+65.2% |