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 | $97,977 | $53,777+82.2% | $134,143-27.0% | $79,858+22.7% |
| Participation rate | 84.1% | 58.8%+25.4pp | 72.2%+12.0pp | 69.6%+14.5pp |
| Annual return | 19.01% | 19.01%0pp | 36.33%-17.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,297 | $2,420+242.8% | $3,499+137.1% | $3,740+121.8% |
| Admin fee / account holder | $5,000 | $3,984+25.5% | $6,684-25.2% | $5,306-5.8% |