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 | $98,797 | $96,557+2.3% | $80,975+22.0% | $273,961-63.9% |
| Participation rate | 73.9% | 79.1%-5.2pp | 75.8%-1.9pp | 83.0%-9.1pp |
| Annual return | 14.15% | 15.14%-1.0pp | 17.10%-3.0pp | 41.45%-27.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,327 | $6,598+41.4% | $5,696+63.7% | $5,287+76.4% |
| Admin fee / account holder | $2,490 | $7,492-66.8% | $5,516-54.8% | $10,132-75.4% |