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 | $83,389 | $135,952-38.7% | $123,892-32.7% | $273,961-69.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 63.88% | 56.63%+7.3pp | 47.52%+16.4pp | 41.45%+22.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,610 | $6,343+83.0% | $5,984+94.0% | $5,287+119.6% |
| Admin fee / account holder | $403 | $9,817-95.9% | $8,357-95.2% | $10,132-96.0% |