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 | $47,264 | $85,766-44.9% | $136,294-65.3% | $70,131-32.6% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 16.34% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $387 | $2,966-87.0% | $4,695-91.8% | $2,342-83.5% |
| Participant deferral / active EE | $2,238 | $5,051-55.7% | $6,247-64.2% | $3,332-32.8% |
| Admin fee / account holder | $553 | $5,420-89.8% | $9,243-94.0% | $4,645-88.1% |