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 | $73,804 | $96,557-23.6% | $80,975-8.9% | $273,961-73.1% |
| Participation rate | 76.5% | 79.1%-2.6pp | 75.8%+0.7pp | 83.0%-6.5pp |
| Annual return | 21.73% | 15.14%+6.6pp | 17.10%+4.6pp | 41.45%-19.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,408 | $6,598-18.0% | $5,696-5.1% | $5,287+2.3% |
| Admin fee / account holder | $7,534 | $7,492+0.6% | $5,516+36.6% | $10,132-25.6% |