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 | $129,160 | $116,175+11.2% | $93,606+38.0% | $152,861-15.5% |
| Participation rate | 92.3% | 78.0%+14.3pp | 75.8%+16.5pp | 82.4%+9.9pp |
| Annual return | 19.22% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,411 | $4,603-47.6% | $4,069-40.7% | $5,850-58.8% |
| Admin fee / account holder | $6,883 | $10,748-36.0% | $7,888-12.7% | $11,596-40.6% |