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 | $66,723 | $180,028-62.9% | $138,135-51.7% | $158,922-58.0% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 5.39% | 21.68%-16.3pp | 20.51%-15.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $943 | $7,470-87.4% | $5,587-83.1% | $4,761-80.2% |
| Participant deferral / active EE | $4,026 | $7,717-47.8% | $6,431-37.4% | $5,982-32.7% |
| Admin fee / account holder | $1,245 | $17,912-93.0% | $11,856-89.5% | $11,246-88.9% |