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 | $34,947 | $77,813-55.1% | $123,544-71.7% | $64,186-45.6% |
| Participation rate | 72.4% | 74.7%-2.3pp | 82.3%-9.9pp | 69.6%+2.8pp |
| Annual return | 14.33% | 12.48%+1.8pp | 119.20%-104.9pp | 7.63%+6.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,708 | $5,240+8.9% | $6,426-11.2% | $3,470+64.5% |
| Admin fee / account holder | $5,070 | $5,519-8.1% | $9,284-45.4% | $4,888+3.7% |