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 | $60,205 | $76,552-21.4% | $123,892-51.4% | $62,891-4.3% |
| Participation rate | 75.6% | 73.0%+2.6pp | 81.4%-5.9pp | 69.3%+6.2pp |
| Annual return | 22.72% | 18.68%+4.0pp | 47.52%-24.8pp | 20.14%+2.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,983 | $4,840+126.9% | $5,984+83.5% | $3,203+242.9% |
| Admin fee / account holder | $4,533 | $4,826-6.1% | $8,357-45.8% | $4,296+5.5% |