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 | $168,981 | $101,724+66.1% | $164,813+2.5% | $80,856+109.0% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.6%+4.4pp |
| Annual return | 12.08% | 16.72%-4.6pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,885 | $4,477+9.1% | $6,031-19.0% | $4,296+13.7% |
| Admin fee / account holder | $56,516 | $8,227+586.9% | $12,690+345.4% | $6,918+716.9% |