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 | $52,480 | $83,477-37.1% | $125,175-58.1% | $72,985-28.1% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 18.70% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,196 | $3,585-10.8% | $4,937-35.3% | $3,607-11.4% |
| Admin fee / account holder | $6,936 | $5,517+25.7% | $9,702-28.5% | $5,124+35.4% |