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 9-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 | $61,123 | $61,660-0.9% | $80,019-23.6% | $64,186-4.8% |
| Participation rate | 89.0% | 71.7%+17.4pp | 75.8%+13.2pp | 69.6%+19.5pp |
| Annual return | 20.07% | -0.33%+20.4pp | 11.22%+8.9pp | 7.63%+12.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,761 | $2,968-7.0% | $3,686-25.1% | $3,470-20.4% |
| Admin fee / account holder | $2,232 | $5,417-58.8% | $6,521-65.8% | $4,888-54.3% |