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 | $41,558 | $95,416-56.4% | $185,823-77.6% | $85,850-51.6% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 18.13% | 23.59%-5.5pp | 122.05%-103.9pp | 318.53%-300.4pp |
| Employer contribution / active EE | $197 | $3,314-94.1% | $5,167-96.2% | $2,565-92.3% |
| Participant deferral / active EE | $1,985 | $3,423-42.0% | $5,568-64.4% | $3,952-49.8% |
| Admin fee / account holder | $983 | $7,213-86.4% | $16,237-93.9% | $6,260-84.3% |