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 | $39,302 | $110,257-64.4% | $96,544-59.3% | $139,434-71.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 27.98% | 26.32%+1.7pp | 25.84%+2.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $390 | $3,620-89.2% | $2,965-86.8% | $4,751-91.8% |
| Participant deferral / active EE | $2,460 | $5,548-55.7% | $4,851-49.3% | $6,710-63.3% |
| Admin fee / account holder | $1,726 | $11,591-85.1% | $8,252-79.1% | $11,403-84.9% |