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 | $30,489 | $78,705-61.3% | $117,854-74.1% | $70,131-56.5% |
| Participation rate | 78.6% | 73.2%+5.4pp | 79.7%-1.1pp | 69.5%+9.0pp |
| Annual return | 19.16% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,816 | $3,297-14.6% | $4,482-37.2% | $3,332-15.5% |
| Admin fee / account holder | $1,717 | $5,065-66.1% | $8,020-78.6% | $4,645-63.0% |