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 | $54,103 | $89,355-39.5% | $141,162-61.7% | $72,985-25.9% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 22.44% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $406 | $3,114-87.0% | $4,735-91.4% | $2,440-83.3% |
| Participant deferral / active EE | $6,063 | $5,418+11.9% | $6,709-9.6% | $3,607+68.1% |
| Admin fee / account holder | $4,838 | $5,958-18.8% | $10,261-52.8% | $5,124-5.6% |