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 | $67,070 | $100,041-33.0% | $149,718-55.2% | $70,131-4.4% |
| Participation rate | 78.0% | 83.6%-5.6pp | 87.1%-9.1pp | 69.5%+8.4pp |
| Annual return | 17.75% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $962 | $3,662-73.7% | $5,445-82.3% | $2,342-59.0% |
| Participant deferral / active EE | $2,790 | $4,983-44.0% | $6,569-57.5% | $3,332-16.2% |
| Admin fee / account holder | $3,307 | $8,286-60.1% | $11,283-70.7% | $4,645-28.8% |