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 | $82,225 | $49,227+67.0% | $70,449+16.7% | $79,858+3.0% |
| Participation rate | 77.8% | 69.2%+8.6pp | 75.1%+2.7pp | 69.6%+8.1pp |
| Annual return | 15.88% | 30.06%-14.2pp | 109.03%-93.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,778 | $2,768+108.8% | $3,709+55.8% | $3,740+54.5% |
| Admin fee / account holder | $925 | $2,878-67.9% | $3,845-75.9% | $5,306-82.6% |