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 5-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 | $51,734 | $138,347-62.6% | $184,203-71.9% | $80,856-36.0% |
| Participation rate | 74.1% | 83.9%-9.7pp | 86.8%-12.7pp | 67.6%+6.5pp |
| Annual return | 23.37% | 20.02%+3.3pp | 28.81%-5.4pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,258 | $4,850-74.1% | $6,427-80.4% | $2,755-54.3% |
| Participant deferral / active EE | $4,022 | $7,071-43.1% | $9,131-55.9% | $4,296-6.4% |
| Admin fee / account holder | $4,778 | $10,483-54.4% | $13,901-65.6% | $6,918-30.9% |