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 | $171,328 | $95,561+79.3% | $77,163+122.0% | $139,434+22.9% |
| Participation rate | 70.6% | 73.9%-3.4pp | 69.6%+1.0pp | 80.3%-9.7pp |
| Annual return | 14.57% | 54.92%-40.3pp | 37.87%-23.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,015 | $4,624-56.4% | $3,833-47.4% | $6,710-70.0% |
| Admin fee / account holder | $2,364 | $8,295-71.5% | $5,472-56.8% | $11,403-79.3% |