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 5-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 | $24,833 | $73,787-66.3% | $98,716-74.8% | $82,448-69.9% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.3%+18.2pp | 68.1%+19.4pp |
| Annual return | 18.07% | 18.57%-0.5pp | 31.81%-13.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,962 | $3,081+61.0% | $4,048+22.6% | $4,139+19.9% |
| Admin fee / account holder | $998 | $6,500-84.6% | $8,703-88.5% | $7,234-86.2% |