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 5-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 | $18,570 | $63,355-70.7% | $91,989-79.8% | $72,985-74.6% |
| Participation rate | 83.7% | 72.5%+11.2pp | 78.6%+5.1pp | 69.5%+14.2pp |
| Annual return | 38.27% | 35.35%+2.9pp | 69.02%-30.7pp | 81.00%-42.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,976 | $4,883+63.4% | $5,923+34.7% | $3,607+121.1% |
| Admin fee / account holder | $1,235 | $4,668-73.5% | $7,743-84.0% | $5,124-75.9% |