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 3-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 | $48,040 | $100,970-52.4% | $96,576-50.3% | $137,256-65.0% |
| Participation rate | 87.0% | 82.6%+4.3pp | 81.4%+5.5pp | 80.0%+7.0pp |
| Annual return | 36.41% | 38.16%-1.7pp | 38.47%-2.1pp | 220.34%-183.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,036 | $8,286+165.9% | $7,956+177.0% | $6,407+244.0% |
| Admin fee / account holder | $11,250 | $11,312-0.5% | $11,381-1.2% | $12,270-8.3% |