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 | $115,135 | $163,101-29.4% | $136,749-15.8% | $142,382-19.1% |
| Participation rate | 78.6% | 78.2%+0.3pp | 72.1%+6.4pp | 80.1%-1.5pp |
| Annual return | 13.87% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $528 | $4,117-87.2% | $3,400-84.5% | $4,299-87.7% |
| Participant deferral / active EE | $5,722 | $5,585+2.5% | $4,692+22.0% | $6,507-12.1% |
| Admin fee / account holder | $8,657 | $14,318-39.5% | $11,386-24.0% | $12,624-31.4% |