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 | $161,604 | $95,803+68.7% | $113,168+42.8% | $84,808+90.6% |
| Participation rate | 83.7% | 72.9%+10.8pp | 76.6%+7.1pp | 68.3%+15.4pp |
| Annual return | 14.61% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,776 | $4,242+36.2% | $5,107+13.1% | $4,212+37.2% |
| Admin fee / account holder | $12,311 | $8,989+37.0% | $12,068+2.0% | $7,344+67.6% |