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 | $36,608 | $86,929-57.9% | $102,423-64.3% | $80,856-54.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 14.11% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $340 | $2,369-85.6% | $3,023-88.7% | $2,755-87.6% |
| Participant deferral / active EE | $4,718 | $4,118+14.6% | $5,053-6.6% | $4,296+9.8% |
| Admin fee / account holder | $3,097 | $8,049-61.5% | $9,451-67.2% | $6,918-55.2% |