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 | $48,777 | $105,630-53.8% | $87,507-44.3% | $273,961-82.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 73.8%+18.5pp | 83.0%+9.3pp |
| Annual return | 8.44% | 12.25%-3.8pp | 12.21%-3.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,904 | $3,601-19.4% | $3,149-7.8% | $5,287-45.1% |
| Admin fee / account holder | $450 | $4,781-90.6% | $4,221-89.3% | $10,132-95.6% |