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 | $51,049 | $98,240-48.0% | $82,313-38.0% | $147,584-65.4% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 12.71% | 30.85%-18.1pp | 25.88%-13.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $119 | $3,192-96.3% | $2,428-95.1% | $4,876-97.6% |
| Participant deferral / active EE | $2,551 | $4,383-41.8% | $3,706-31.2% | $5,439-53.1% |
| Admin fee / account holder | $1,601 | $8,563-81.3% | $5,608-71.4% | $10,885-85.3% |