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 | $69,016 | $99,985-31.0% | $146,665-52.9% | $85,850-19.6% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 15.32% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,540 | $4,006-11.6% | $5,506-35.7% | $3,952-10.4% |
| Admin fee / account holder | $2,155 | $7,702-72.0% | $10,280-79.0% | $6,260-65.6% |