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 | $107,515 | $96,557+11.3% | $80,975+32.8% | $273,961-60.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.99% | 15.14%-9.2pp | 17.10%-11.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $99 | $4,868-98.0% | $3,714-97.3% | $4,869-98.0% |
| Participant deferral / active EE | $6,610 | $6,598+0.2% | $5,696+16.0% | $5,287+25.0% |
| Admin fee / account holder | $17,560 | $7,492+134.4% | $5,516+218.4% | $10,132+73.3% |