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 | $116,601 | $153,772-24.2% | $133,980-13.0% | $273,961-57.4% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.1%-10.9pp | 83.0%-6.8pp |
| Annual return | 7.21% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $616 | $6,029-89.8% | $5,211-88.2% | $4,869-87.3% |
| Participant deferral / active EE | $6,159 | $6,958-11.5% | $6,282-2.0% | $5,287+16.5% |
| Admin fee / account holder | $1,081 | $11,765-90.8% | $9,324-88.4% | $10,132-89.3% |