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 | $57,848 | $148,978-61.2% | $200,582-71.2% | $84,808-31.8% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 18.73% | 28.16%-9.4pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,778 | $7,142-19.1% | $9,331-38.1% | $4,212+37.2% |
| Admin fee / account holder | $641 | $13,977-95.4% | $16,305-96.1% | $7,344-91.3% |