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 | $52,621 | $109,359-51.9% | $162,163-67.6% | $72,985-27.9% |
| Participation rate | 81.7% | 84.3%-2.6pp | 87.6%-5.9pp | 69.5%+12.2pp |
| Annual return | 21.44% | 25.46%-4.0pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $875 | $3,907-77.6% | $5,614-84.4% | $2,440-64.2% |
| Participant deferral / active EE | $3,116 | $5,481-43.1% | $7,298-57.3% | $3,607-13.6% |
| Admin fee / account holder | $1,890 | $7,972-76.3% | $10,843-82.6% | $5,124-63.1% |