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 | $65,538 | $58,828+11.4% | $77,999-16.0% | $62,891+4.2% |
| Participation rate | 74.0% | 71.1%+2.9pp | 75.5%-1.5pp | 69.3%+4.7pp |
| Annual return | 5.20% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,695 | $2,686+0.4% | $3,497-22.9% | $3,203-15.8% |
| Admin fee / account holder | $8,790 | $4,393+100.1% | $5,480+60.4% | $4,296+104.6% |