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 | $106,706 | $72,177+47.8% | $115,037-7.2% | $59,632+78.9% |
| Participation rate | 95.3% | 72.6%+22.7pp | 81.4%+13.9pp | 68.7%+26.6pp |
| Annual return | 2.13% | 12.02%-9.9pp | 26.14%-24.0pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,744 | $4,783+82.8% | $6,026+45.1% | $3,192+174.0% |
| Admin fee / account holder | $5,171 | $4,927+5.0% | $8,175-36.7% | $4,297+20.3% |