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 | $77,203 | $138,347-44.2% | $184,203-58.1% | $80,856-4.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.65% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,196 | $4,850-75.3% | $6,427-81.4% | $2,755-56.6% |
| Participant deferral / active EE | $7,639 | $7,071+8.0% | $9,131-16.3% | $4,296+77.8% |
| Admin fee / account holder | $1,232 | $10,483-88.2% | $13,901-91.1% | $6,918-82.2% |