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 | $61,262 | $106,584-42.5% | $101,326-39.5% | $142,382-57.0% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 18.09% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,361 | $8,297+85.1% | $7,994+92.2% | $6,507+136.1% |
| Admin fee / account holder | $5,652 | $11,446-50.6% | $11,185-49.5% | $12,624-55.2% |