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 | $40,754 | $86,286-52.8% | $111,297-63.4% | $85,850-52.5% |
| Participation rate | 73.4% | 73.3%+0.1pp | 77.3%-3.9pp | 69.3%+4.1pp |
| Annual return | 13.67% | 19.99%-6.3pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,474 | $3,641-32.0% | $4,487-44.9% | $3,952-37.4% |
| Admin fee / account holder | $5,638 | $8,188-31.1% | $7,964-29.2% | $6,260-9.9% |