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 | $68,018 | $125,758-45.9% | $169,993-60.0% | $75,163-9.5% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.0%+6.9pp | 67.2%+26.7pp |
| Annual return | 16.71% | 27.20%-10.5pp | 53.37%-36.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,416 | $4,615-69.3% | $6,785-79.1% | $2,670-47.0% |
| Participant deferral / active EE | $3,855 | $6,837-43.6% | $10,408-63.0% | $4,125-6.5% |
| Admin fee / account holder | $6,552 | $8,173-19.8% | $12,815-48.9% | $5,651+15.9% |