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 | $196,229 | $85,766+128.8% | $136,294+44.0% | $70,131+179.8% |
| Participation rate | 80.4% | 74.2%+6.3pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 17.69% | 31.45%-13.8pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $168 | $2,966-94.3% | $4,695-96.4% | $2,342-92.8% |
| Participant deferral / active EE | $8,404 | $5,051+66.4% | $6,247+34.5% | $3,332+152.2% |
| Admin fee / account holder | $5,266 | $5,420-2.9% | $9,243-43.0% | $4,645+13.4% |