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 | $39,118 | $109,413-64.2% | $156,263-75.0% | $84,808-53.9% |
| Participation rate | 84.8% | 72.7%+12.1pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 30.31% | 20.18%+10.1pp | 59.47%-29.2pp | 40.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,325 | $4,590+59.6% | $6,158+18.9% | $4,212+73.9% |
| Admin fee / account holder | $493 | $9,357-94.7% | $14,255-96.5% | $7,344-93.3% |