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 | $65,182 | $106,749-38.9% | $145,433-55.2% | $82,448-20.9% |
| Participation rate | 84.4% | 75.6%+8.7pp | 82.1%+2.3pp | 68.1%+16.3pp |
| Annual return | 20.18% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,639 | $6,519+47.9% | $7,897+22.1% | $4,139+132.9% |
| Admin fee / account holder | $7,956 | $8,390-5.2% | $13,129-39.4% | $7,234+10.0% |