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 | $66,752 | $76,552-12.8% | $123,892-46.1% | $62,891+6.1% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 27.08% | 18.68%+8.4pp | 47.52%-20.4pp | 20.14%+6.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,340 | $4,840+113.6% | $5,984+72.8% | $3,203+222.8% |
| Admin fee / account holder | $344 | $4,826-92.9% | $8,357-95.9% | $4,296-92.0% |