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 | $31,052 | $76,552-59.4% | $123,892-74.9% | $62,891-50.6% |
| Participation rate | 80.3% | 73.0%+7.3pp | 81.4%-1.1pp | 69.3%+11.0pp |
| Annual return | 8.06% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $186 | $2,883-93.6% | $4,617-96.0% | $2,281-91.9% |
| Participant deferral / active EE | $4,204 | $4,840-13.1% | $5,984-29.7% | $3,203+31.3% |
| Admin fee / account holder | $4,075 | $4,826-15.6% | $8,357-51.2% | $4,296-5.1% |