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 | $47,748 | $79,944-40.3% | $98,439-51.5% | $75,163-36.5% |
| Participation rate | 82.5% | 70.4%+12.1pp | 75.2%+7.3pp | 67.2%+15.3pp |
| Annual return | 27.59% | 19.75%+7.8pp | 21.16%+6.4pp | 160.62%-133.0pp |
| Employer contribution / active EE | $519 | $2,264-77.1% | $3,048-83.0% | $2,670-80.6% |
| Participant deferral / active EE | $3,135 | $3,752-16.5% | $4,738-33.8% | $4,125-24.0% |
| Admin fee / account holder | $3,791 | $6,840-44.6% | $8,948-57.6% | $5,651-32.9% |