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 | $34,291 | $56,897-39.7% | $84,750-59.5% | $62,891-45.5% |
| Participation rate | 83.7% | 68.5%+15.2pp | 76.6%+7.1pp | 69.3%+14.4pp |
| Annual return | 8.39% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,231 | $2,709-54.5% | $3,712-66.8% | $3,203-61.6% |
| Admin fee / account holder | $4,788 | $3,581+33.7% | $5,332-10.2% | $4,296+11.5% |