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 | $106,193 | $87,037+22.0% | $106,2010% | $80,874+31.3% |
| Participation rate | 91.4% | 70.4%+21.0pp | 75.3%+16.1pp | 67.6%+23.8pp |
| Annual return | 12.04% | 17.05%-5.0pp | 116.26%-104.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,819 | $3,986-54.4% | $5,012-63.7% | $4,297-57.7% |
| Admin fee / account holder | $862 | $8,434-89.8% | $11,039-92.2% | $6,935-87.6% |