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 | $64,449 | $98,750-34.7% | $149,696-56.9% | $79,858-19.3% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.8pp |
| Annual return | 17.91% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $440 | $3,216-86.3% | $4,644-90.5% | $2,471-82.2% |
| Participant deferral / active EE | $2,889 | $5,680-49.1% | $6,842-57.8% | $3,740-22.8% |
| Admin fee / account holder | $557 | $6,053-90.8% | $9,309-94.0% | $5,306-89.5% |