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 | $45,670 | $56,897-19.7% | $84,750-46.1% | $62,891-27.4% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 7.34% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,376 | $2,709+61.5% | $3,712+17.9% | $3,203+36.6% |
| Admin fee / account holder | $546 | $3,581-84.8% | $5,332-89.8% | $4,296-87.3% |