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 4-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 | $73,812 | $79,944-7.7% | $98,439-25.0% | $75,163-1.8% |
| Participation rate | 76.9% | 70.4%+6.6pp | 75.2%+1.8pp | 67.2%+9.7pp |
| Annual return | 15.85% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $353 | $2,264-84.4% | $3,048-88.4% | $2,670-86.8% |
| Participant deferral / active EE | $2,323 | $3,752-38.1% | $4,738-51.0% | $4,125-43.7% |
| Admin fee / account holder | $1,479 | $6,840-78.4% | $8,948-83.5% | $5,651-73.8% |