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 | $53,671 | $76,552-29.9% | $123,892-56.7% | $62,891-14.7% |
| Participation rate | 84.8% | 73.0%+11.8pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 58.40% | 18.68%+39.7pp | 47.52%+10.9pp | 20.14%+38.3pp |
| Employer contribution / active EE | $305 | $2,883-89.4% | $4,617-93.4% | $2,281-86.6% |
| Participant deferral / active EE | $11,299 | $4,840+133.5% | $5,984+88.8% | $3,203+252.8% |
| Admin fee / account holder | $777 | $4,826-83.9% | $8,357-90.7% | $4,296-81.9% |