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 | $47,596 | $56,277-15.4% | $80,975-41.2% | $62,891-24.3% |
| Participation rate | 77.6% | 69.0%+8.7pp | 75.8%+1.8pp | 69.3%+8.3pp |
| Annual return | 19.62% | 22.12%-2.5pp | 17.10%+2.5pp | 20.14%-0.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,671 | $4,195+35.2% | $5,696-0.4% | $3,203+77.1% |
| Admin fee / account holder | $841 | $3,741-77.5% | $5,516-84.8% | $4,296-80.4% |