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 7-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 | $63,080 | $109,359-42.3% | $162,163-61.1% | $72,985-13.6% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.6%-2.3pp | 69.5%+15.8pp |
| Annual return | 24.15% | 25.46%-1.3pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $945 | $3,907-75.8% | $5,614-83.2% | $2,440-61.3% |
| Participant deferral / active EE | $3,239 | $5,481-40.9% | $7,298-55.6% | $3,607-10.2% |
| Admin fee / account holder | $857 | $7,972-89.3% | $10,843-92.1% | $5,124-83.3% |