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 | $50,263 | $82,032-38.7% | $123,104-59.2% | $59,632-15.7% |
| Participation rate | 83.8% | 83.2%+0.6pp | 86.8%-3.0pp | 68.7%+15.1pp |
| Annual return | 4.27% | 5.12%-0.9pp | 13.22%-9.0pp | 2041.28%-2037.0pp |
| Employer contribution / active EE | $943 | $3,297-71.4% | $5,151-81.7% | $2,203-57.2% |
| Participant deferral / active EE | $5,220 | $4,667+11.9% | $6,230-16.2% | $3,192+63.5% |
| Admin fee / account holder | $791 | $5,881-86.5% | $9,015-91.2% | $4,297-81.6% |