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 8-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 | $36,820 | $86,929-57.6% | $102,423-64.1% | $80,856-54.5% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.2pp |
| Annual return | 25.70% | 18.88%+6.8pp | 29.32%-3.6pp | 35.59%-9.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,433 | $4,118+80.5% | $5,053+47.1% | $4,296+73.0% |
| Admin fee / account holder | $1,477 | $8,049-81.7% | $9,451-84.4% | $6,918-78.7% |