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 | $83,010 | $46,553+78.3% | $64,056+29.6% | $75,163+10.4% |
| Participation rate | 88.4% | 65.9%+22.4pp | 72.3%+16.1pp | 67.2%+21.2pp |
| Annual return | 16.72% | 26.03%-9.3pp | 33.69%-17.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,240 | $2,837+190.5% | $3,880+112.4% | $4,125+99.7% |
| Admin fee / account holder | $2,105 | $2,952-28.7% | $3,068-31.4% | $5,651-62.8% |