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 | $113,599 | $138,347-17.9% | $184,203-38.3% | $80,856+40.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.05% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,346 | $4,850-72.2% | $6,427-79.1% | $2,755-51.1% |
| Participant deferral / active EE | $3,373 | $7,071-52.3% | $9,131-63.1% | $4,296-21.5% |
| Admin fee / account holder | $1,763 | $10,483-83.2% | $13,901-87.3% | $6,918-74.5% |