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 6-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 | $53,952 | $80,673-33.1% | $101,326-46.8% | $84,808-36.4% |
| Participation rate | 73.2% | 77.8%-4.6pp | 81.5%-8.3pp | 68.3%+4.9pp |
| Annual return | 19.79% | 38.95%-19.2pp | 36.82%-17.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,055 | $6,840-40.7% | $7,994-49.3% | $4,212-3.7% |
| Admin fee / account holder | $4,162 | $12,784-67.4% | $11,185-62.8% | $7,344-43.3% |