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 | $63,978 | $138,562-53.8% | $246,525-74.0% | $116,875-45.3% |
| Participation rate | 75.9% | 72.8%+3.1pp | 82.0%-6.1pp | 74.5%+1.3pp |
| Annual return | 29.23% | 16.14%+13.1pp | 0.46%+28.8pp | 16.29%+12.9pp |
| Employer contribution / active EE | $803 | $4,835-83.4% | $7,467-89.3% | $3,288-75.6% |
| Participant deferral / active EE | $4,779 | $4,207+13.6% | $5,422-11.9% | $3,885+23.0% |
| Admin fee / account holder | $8,265 | $18,110-54.4% | $16,551-50.1% | $12,263-32.6% |