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 | $93,831 | $69,977+34.1% | $108,579-13.6% | $62,891+49.2% |
| Participation rate | 75.0% | 72.9%+2.1pp | 79.6%-4.6pp | 69.3%+5.7pp |
| Annual return | 5.30% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $401 | $2,135-81.2% | $3,758-89.3% | $2,281-82.4% |
| Participant deferral / active EE | $3,881 | $3,165+22.6% | $4,311-10.0% | $3,203+21.2% |
| Admin fee / account holder | $6,513 | $5,076+28.3% | $7,645-14.8% | $4,296+51.6% |