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 8-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 | $64,930 | $80,673-19.5% | $101,326-35.9% | $84,808-23.4% |
| Participation rate | 91.3% | 77.8%+13.5pp | 81.5%+9.8pp | 68.3%+23.0pp |
| Annual return | 23.57% | 38.95%-15.4pp | 36.82%-13.2pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,313 | $6,840+94.6% | $7,994+66.5% | $4,212+216.1% |
| Admin fee / account holder | $4,425 | $12,784-65.4% | $11,185-60.4% | $7,344-39.7% |