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 3-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 | $97,192 | $95,803+1.4% | $113,168-14.1% | $84,808+14.6% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 14.50% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,232 | $4,242+46.9% | $5,107+22.0% | $4,212+48.0% |
| Admin fee / account holder | $1,581 | $8,989-82.4% | $12,068-86.9% | $7,344-78.5% |