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 | $60,973 | $85,202-28.4% | $172,739-64.7% | $72,985-16.5% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 24.64% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $353 | $3,324-89.4% | $5,143-93.1% | $2,440-85.5% |
| Participant deferral / active EE | $7,056 | $3,260+116.4% | $5,198+35.8% | $3,607+95.6% |
| Admin fee / account holder | $4,180 | $5,884-29.0% | $13,954-70.0% | $5,124-18.4% |