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 | $29,051 | $63,299-54.1% | $91,001-68.1% | $62,292-53.4% |
| Participation rate | 87.3% | 73.3%+14.0pp | 75.6%+11.7pp | 69.5%+17.8pp |
| Annual return | 17.03% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,517 | $2,943+19.5% | $3,547-0.8% | $3,169+11.0% |
| Admin fee / account holder | $2,566 | $468+448.8% | $5,417-52.6% | $479+435.4% |