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 | $52,216 | $60,349-13.5% | $74,183-29.6% | $62,891-17.0% |
| Participation rate | 78.1% | 72.7%+5.4pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 8.14% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,872 | $2,856-34.4% | $3,550-47.3% | $3,203-41.5% |
| Admin fee / account holder | $1,094 | $4,261-74.3% | $5,586-80.4% | $4,296-74.5% |