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 | $34,526 | $85,766-59.7% | $136,294-74.7% | $70,131-50.8% |
| Participation rate | 82.7% | 74.2%+8.5pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 21.52% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $489 | $2,966-83.5% | $4,695-89.6% | $2,342-79.1% |
| Participant deferral / active EE | $5,508 | $5,051+9.0% | $6,247-11.8% | $3,332+65.3% |
| Admin fee / account holder | $1,571 | $5,420-71.0% | $9,243-83.0% | $4,645-66.2% |