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 10-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 | $59,988 | $74,927-19.9% | $101,794-41.1% | $84,808-29.3% |
| Participation rate | 97.5% | 61.4%+36.1pp | 69.2%+28.3pp | 68.3%+29.2pp |
| Annual return | 27.47% | 18.70%+8.8pp | 30.53%-3.1pp | 40.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,347 | $3,099+137.1% | $4,084+79.9% | $4,212+74.5% |
| Admin fee / account holder | $11,893 | $6,514+82.6% | $8,777+35.5% | $7,344+61.9% |