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 | $131,226 | $56,897+130.6% | $84,750+54.8% | $62,891+108.7% |
| Participation rate | 72.7% | 68.5%+4.2pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 6.11% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,700 | $2,709+147.3% | $3,712+80.5% | $3,203+109.2% |
| Admin fee / account holder | $1,253 | $3,581-65.0% | $5,332-76.5% | $4,296-70.8% |