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 | $79,611 | $67,411+18.1% | $91,001-12.5% | $70,131+13.5% |
| Participation rate | 96.1% | 71.4%+24.7pp | 75.6%+20.5pp | 69.5%+26.5pp |
| Annual return | 12.95% | -40.16%+53.1pp | 4.60%+8.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,259 | $2,823-20.0% | $3,547-36.3% | $3,332-32.2% |
| Admin fee / account holder | $22,958 | $4,236+442.0% | $5,417+323.8% | $4,645+394.2% |