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 | $67,380 | $45,073+49.5% | $69,455-3.0% | $72,985-7.7% |
| Participation rate | 81.8% | 68.5%+13.3pp | 74.6%+7.2pp | 69.5%+12.3pp |
| Annual return | 30.30% | 22.65%+7.7pp | 28.97%+1.3pp | 81.00%-50.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,344 | $2,602+259.2% | $3,535+164.3% | $3,607+159.0% |
| Admin fee / account holder | $10,086 | $3,056+230.1% | $3,839+162.7% | $5,124+96.8% |