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 | $185,188 | $72,277+156.2% | $101,248+82.9% | $79,858+131.9% |
| Participation rate | 70.4% | 68.5%+1.9pp | 75.8%-5.4pp | 69.6%+0.7pp |
| Annual return | 16.61% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,691 | $3,282+43.0% | $4,370+7.4% | $3,740+25.4% |
| Admin fee / account holder | $14,054 | $4,400+219.4% | $5,945+136.4% | $5,306+164.9% |