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 | $130,619 | $99,918+30.7% | $81,382+60.5% | $145,922-10.5% |
| Participation rate | 72.7% | 74.2%-1.4pp | 69.5%+3.2pp | 80.3%-7.5pp |
| Annual return | 11.23% | 34.32%-23.1pp | 24.73%-13.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,266 | $4,605-29.1% | $3,883-15.9% | $6,688-51.2% |
| Admin fee / account holder | $34,721 | $8,212+322.8% | $5,768+501.9% | $13,397+159.2% |