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 | $62,286 | $67,411-7.6% | $91,001-31.6% | $70,131-11.2% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 15.58% | -40.16%+55.7pp | 4.60%+11.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,342 | $2,823-17.0% | $3,547-34.0% | $3,332-29.7% |
| Admin fee / account holder | $1,834 | $4,236-56.7% | $5,417-66.1% | $4,645-60.5% |