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 | $58,006 | $86,929-33.3% | $102,423-43.4% | $80,856-28.3% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.6%+8.6pp |
| Annual return | 13.29% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,195 | $4,118-46.7% | $5,053-56.6% | $4,296-48.9% |
| Admin fee / account holder | $3,687 | $8,049-54.2% | $9,451-61.0% | $6,918-46.7% |