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 | $49,701 | $54,541-8.9% | $78,778-36.9% | $70,131-29.1% |
| Participation rate | 85.5% | 60.8%+24.7pp | 69.2%+16.3pp | 69.5%+15.9pp |
| Annual return | 17.46% | 21.07%-3.6pp | 35.62%-18.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,480 | $2,210+57.5% | $2,958+17.6% | $3,332+4.5% |
| Admin fee / account holder | $6,415 | $3,709+73.0% | $5,134+25.0% | $4,645+38.1% |