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 | $53,122 | $152,587-65.2% | $125,175-57.6% | $152,861-65.2% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 13.66% | 54.84%-41.2pp | 43.79%-30.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $496 | $4,946-90.0% | $3,865-87.2% | $4,762-89.6% |
| Participant deferral / active EE | $10,000 | $5,868+70.4% | $4,937+102.6% | $5,850+70.9% |
| Admin fee / account holder | $328 | $13,434-97.6% | $9,702-96.6% | $11,596-97.2% |