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 | $49,717 | $73,787-32.6% | $98,716-49.6% | $82,448-39.7% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.3%+4.8pp | 68.1%+6.0pp |
| Annual return | 13.45% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,344 | $3,081+73.4% | $4,048+32.0% | $4,139+29.1% |
| Admin fee / account holder | $4,978 | $6,500-23.4% | $8,703-42.8% | $7,234-31.2% |