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 | $144,050 | $63,355+127.4% | $91,989+56.6% | $72,985+97.4% |
| Participation rate | 73.2% | 72.5%+0.7pp | 78.6%-5.5pp | 69.5%+3.7pp |
| Annual return | 20.15% | 35.35%-15.2pp | 69.02%-48.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,085 | $4,883-16.3% | $5,923-31.0% | $3,607+13.2% |
| Admin fee / account holder | $1,273 | $4,668-72.7% | $7,743-83.6% | $5,124-75.2% |