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 8-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 | $116,791 | $43,327+169.6% | $59,878+95.0% | $64,186+82.0% |
| Participation rate | 79.1% | 69.2%+9.9pp | 74.7%+4.4pp | 69.6%+9.5pp |
| Annual return | 8.49% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,276 | $2,546+28.7% | $3,402-3.7% | $3,470-5.6% |
| Admin fee / account holder | $7,591 | $3,005+152.6% | $3,590+111.4% | $4,888+55.3% |