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 | $161,821 | $102,245+58.3% | $89,340+81.1% | $137,256+17.9% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 11.74% | 21.89%-10.1pp | 20.57%-8.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,795 | $4,436+53.2% | $3,823+77.7% | $6,407+6.1% |
| Admin fee / account holder | $936 | $8,085-88.4% | $6,704-86.0% | $12,270-92.4% |