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 | $61,114 | $92,222-33.7% | $76,768-20.4% | $135,375-54.9% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 7.95% | 5.46%+2.5pp | 2.43%+5.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,444 | $4,509-1.4% | $3,852+15.4% | $5,609-20.8% |
| Admin fee / account holder | $1,565 | $10,748-85.4% | $6,675-76.5% | $10,827-85.5% |