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 | $30,742 | $77,899-60.5% | $149,673-79.5% | $75,163-59.1% |
| Participation rate | 89.5% | 65.6%+23.9pp | 78.8%+10.7pp | 67.2%+22.3pp |
| Annual return | 21.19% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $22 | $3,137-99.3% | $4,818-99.6% | $2,670-99.2% |
| Participant deferral / active EE | $5,071 | $3,411+48.7% | $5,680-10.7% | $4,125+22.9% |
| Admin fee / account holder | $1,123 | $5,956-81.1% | $13,210-91.5% | $5,651-80.1% |