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 | $208,586 | $180,028+15.9% | $138,135+51.0% | $158,922+31.3% |
| Participation rate | 90.9% | 82.2%+8.7pp | 78.7%+12.2pp | 82.0%+9.0pp |
| Annual return | 11.58% | 21.68%-10.1pp | 20.51%-8.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,768 | $7,717-25.3% | $6,431-10.3% | $5,982-3.6% |
| Admin fee / account holder | $8,356 | $17,912-53.4% | $11,856-29.5% | $11,246-25.7% |