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 | $30,092 | $74,927-59.8% | $101,794-70.4% | $84,808-64.5% |
| Participation rate | 70.4% | 61.4%+9.0pp | 69.2%+1.2pp | 68.3%+2.1pp |
| Annual return | 19.66% | 18.70%+1.0pp | 30.53%-10.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,067 | $3,099+63.5% | $4,084+24.1% | $4,212+20.3% |
| Admin fee / account holder | $1,428 | $6,514-78.1% | $8,777-83.7% | $7,344-80.6% |