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 | $100,665 | $83,477+20.6% | $125,175-19.6% | $72,985+37.9% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 19.91% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,279 | $3,585-36.4% | $4,937-53.8% | $3,607-36.8% |
| Admin fee / account holder | $1,229 | $5,517-77.7% | $9,702-87.3% | $5,124-76.0% |