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 | $41,719 | $98,750-57.8% | $149,696-72.1% | $79,858-47.8% |
| Participation rate | 81.0% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 19.97% | 27.43%-7.5pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $520 | $3,216-83.8% | $4,644-88.8% | $2,471-79.0% |
| Participant deferral / active EE | $4,480 | $5,680-21.1% | $6,842-34.5% | $3,740+19.8% |
| Admin fee / account holder | $3,564 | $6,053-41.1% | $9,309-61.7% | $5,306-32.8% |