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 | $114,657 | $56,054+104.5% | $171,082-33.0% | $62,891+82.3% |
| Participation rate | 75.9% | 62.9%+13.0pp | 76.7%-0.8pp | 69.3%+6.6pp |
| Annual return | 9.58% | 22.52%-12.9pp | 32.56%-23.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,094 | $3,158+93.0% | $4,797+27.0% | $3,203+90.2% |
| Admin fee / account holder | $825 | $3,647-77.4% | $8,520-90.3% | $4,296-80.8% |