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 5-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 | $22,976 | $80,673-71.5% | $101,326-77.3% | $84,808-72.9% |
| Participation rate | 89.2% | 77.8%+11.4pp | 81.5%+7.7pp | 68.3%+20.9pp |
| Annual return | 35.63% | 38.95%-3.3pp | 36.82%-1.2pp | 40.90%-5.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,090 | $6,840+91.4% | $7,994+63.8% | $4,212+210.8% |
| Admin fee / account holder | $1,481 | $12,784-88.4% | $11,185-86.8% | $7,344-79.8% |