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 | $193,724 | $83,477+132.1% | $125,175+54.8% | $72,985+165.4% |
| Participation rate | 74.5% | 73.3%+1.2pp | 79.8%-5.3pp | 69.5%+5.0pp |
| Annual return | 23.85% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,737 | $3,585+143.7% | $4,937+77.0% | $3,607+142.2% |
| Admin fee / account holder | $39,090 | $5,517+608.5% | $9,702+302.9% | $5,124+662.8% |