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 | $63,903 | $123,793-48.4% | $177,821-64.1% | $79,858-20.0% |
| Participation rate | 80.4% | 84.7%-4.3pp | 87.7%-7.3pp | 69.6%+10.8pp |
| Annual return | 11.49% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,501 | $5,956-41.2% | $7,714-54.6% | $3,740-6.4% |
| Admin fee / account holder | $4,777 | $7,243-34.0% | $12,427-61.6% | $5,306-10.0% |