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 | $137,994 | $64,348+114.4% | $90,160+53.1% | $70,131+96.8% |
| Participation rate | 90.6% | 70.4%+20.2pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 17.73% | 28.13%-10.4pp | 34.88%-17.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,672 | $4,389+6.5% | $5,288-11.6% | $3,332+40.2% |
| Admin fee / account holder | $9,209 | $3,944+133.5% | $5,943+54.9% | $4,645+98.2% |