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 5-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 | $140,735 | $57,016+146.8% | $84,966+65.6% | $80,856+74.1% |
| Participation rate | 86.2% | 56.3%+29.9pp | 67.5%+18.7pp | 67.6%+18.6pp |
| Annual return | 13.34% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,974 | $3,110-4.4% | $4,519-34.2% | $4,296-30.8% |
| Admin fee / account holder | $2,133 | $4,980-57.2% | $6,149-65.3% | $6,918-69.2% |